CIA
BTX

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

Concurrent Investment 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 		$259K Sell
35,274
-2,332
-6% -$17.1K 0.01% 1129
2025
Q1 		$235K Buy
37,606
+11,139
+42% +$69.7K 0.01% 1043
2024
Q4 		$197K Buy
+26,467
New +$197K 0.01% 984