CA
BTX

Clearstead Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Clearstead Advisors’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$93.3K Sell
12,712
-5,369
-30% -$39.4K ﹤0.01% 1080
2025
Q1 		$113K Buy
18,081
+12,481
+223% +$78.1K ﹤0.01% 963
2024
Q4 		$41.7K Sell
5,600
-11,402
-67% -$84.8K ﹤0.01% 1206
2024
Q3 		$128K Buy
17,002
+204
+1% +$1.54K ﹤0.01% 968
2024
Q2 		$121K Buy
+16,798
New +$121K ﹤0.01% 952