Creative Planning’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $140K | Buy |
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|
2025
Q2 | $96.4K | Hold |
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|
2025
Q1 | $82.2K | Sell |
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|
2024
Q4 | $103K | Sell |
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|
2024
Q3 | $110K | Sell |
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|
2024
Q2 | $119K | Buy |
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|
2024
Q1 | $134K | Sell |
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|
2023
Q4 | $190K | Buy |
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|
2023
Q3 | $178K | Sell |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $218K | Buy |
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|
2022
Q4 | $180K | Buy |
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|
2022
Q3 | $189K | Buy |
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|
2022
Q2 | $106K | Buy |
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|
2022
Q1 | $152K | Buy |
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