Insigneo Advisory Services’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
Q2 | $111K | Hold |
15,100
| – | – | 0.01% | 597 |
|
|
2025
Q1 | $94.5K | Hold |
15,100
| – | – | 0.01% | 556 |
|
|
2024
Q4 | $112K | Hold |
15,100
| – | – | 0.01% | 548 |
|
|
2024
Q3 | $114K | Hold |
15,100
| – | – | 0.01% | 567 |
|
|
2024
Q2 | $102K | Sell |
15,100
-10,000
| -40% | -$67.5K | 0.01% | 526 |
|
|
2024
Q1 | $204K | Hold |
25,100
| – | – | 0.02% | 457 |
|
|
2023
Q4 | $184K | Hold |
25,100
| – | – | 0.03% | 417 |
|
|
2023
Q3 | $175K | Hold |
25,100
| – | – | 0.04% | 369 |
|
|
2023
Q2 | $197K | Buy |
25,100
+10,100
| +67% | +$79.3K | 0.04% | 321 |
|
|
2023
Q1 | $120K | Buy |
+15,000
| New | +$120K | 0.04% | 273 |
|