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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$86.7K	Buy
2025 Q2	$93.3K	Sell
2025 Q1	$113K	Buy
2024 Q4	$41.7K	Sell
2024 Q3	$128K	Buy
2024 Q2	$121K	Buy