D.A. Davidson & Co’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
2024
Q4
Sell
-15,518
Closed -$117K 1464
2024
Q3
$117K Buy
15,518
+465
+3% +$3.51K ﹤0.01% 1337
2024
Q2
$109K Buy
15,053
+312
+2% +$2.26K ﹤0.01% 1322
2024
Q1
$120K Sell
14,741
-207
-1% -$1.69K ﹤0.01% 1335
2023
Q4
$110K Buy
+14,948
New +$110K ﹤0.01% 1318