EWA
BTX

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

EverSource 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
Q3 		– Sell
-236
Closed -$1.85K – 2695
2023
Q2 		$1.85K Hold
236
– – ﹤0.01% 2044
2023
Q1 		$1.9K Hold
236
– – ﹤0.01% 1946
2022
Q4 		$1.61K Hold
236
– – ﹤0.01% 1977
2022
Q3 		$2K Buy
+236
New +$2K ﹤0.01% 1748