GWS
BTX

Glassman Wealth Services’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Glassman Wealth Services’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
-282
Closed -$2.21K – 2071
2023
Q2 		$2.21K Buy
+282
New +$2.21K ﹤0.01% 1216
2022
Q4 		– Sell
-617
Closed -$4K – 2050
2022
Q3 		$4K Buy
+617
New +$4K ﹤0.01% 1091