Covestor’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,562
| Closed | -$86K | – | 2821 |
|
|
2024
Q4 | $86K | Buy |
11,562
+351
| +3% | +$2.61K | 0.05% | 611 |
|
|
2024
Q3 | $85K | Sell |
11,211
-1,709
| -13% | -$13K | 0.05% | 626 |
|
|
2024
Q2 | $93K | Hold |
12,920
| – | – | 0.06% | 539 |
|
|
2024
Q1 | $105K | Hold |
12,920
| – | – | 0.07% | 515 |
|
|
2023
Q4 | $95K | Buy |
+12,920
| New | +$95K | 0.07% | 525 |
|