Corient Private Wealth
BTX

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,004
Closed -$62.6K 2627
2025
Q1
$62.6K Buy
+10,004
New +$62.6K ﹤0.01% 2208
2024
Q4
Sell
-16,874
Closed -$127K 2517
2024
Q3
$127K Sell
16,874
-18,708
-53% -$141K ﹤0.01% 2262
2024
Q2
$257K Buy
35,582
+6,350
+22% +$45.9K ﹤0.01% 1993
2024
Q1
$225K Buy
+29,232
New +$225K ﹤0.01% 2036