Farther Finance Advisors’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 |
-1,225
| Closed | -$9.11K | – | 4460 |
|
|
2024
Q4 | $9.11K | Sell |
1,225
-6,685
| -85% | -$49.7K | ﹤0.01% | 2418 |
|
|
2024
Q3 | $59.7K | Sell |
7,910
-865
| -10% | -$6.53K | ﹤0.01% | 1549 |
|
|
2024
Q2 | $64.1K | Sell |
8,775
-550
| -6% | -$4.02K | ﹤0.01% | 1305 |
|
|
2024
Q1 | $75.6K | Sell |
9,325
-2,450
| -21% | -$19.9K | ﹤0.01% | 1042 |
|
|
2023
Q4 | $86.3K | Buy |
11,775
+10,550
| +861% | +$77.3K | 0.01% | 843 |
|
|
2023
Q3 | $8.53K | Hold |
1,225
| – | – | ﹤0.01% | 1341 |
|
|
2023
Q2 | $9.62K | Buy |
1,225
+44
| +4% | +$345 | ﹤0.01% | 1211 |
|
|
2023
Q1 | $9.48K | Buy |
+1,181
| New | +$9.48K | ﹤0.01% | 1134 |
|