CWA
BTX

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

Core Wealth 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
2023
Q1 		– Sell
-2,623
Closed -$17.9K – 293
2022
Q4 		$17.9K Buy
2,623
+419
+19% +$2.85K 0.01% 123
2022
Q3 		$16K Buy
+2,204
New +$16K 0.01% 114