HWM
BTX

HB Wealth Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

HB Wealth Management’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$101K Buy
+13,750
New +$101K ﹤0.01% 1118
2023
Q2 		– Sell
-10,000
Closed -$80.3K – 760
2023
Q1 		$80.3K Sell
10,000
-1,000
-9% -$8.03K ﹤0.01% 696
2022
Q4 		$74.9K Buy
+11,000
New +$74.9K ﹤0.01% 664