J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,611
| Closed | -$93.2K | – | 1939 |
|
|
2023
Q1 | $93.2K | Sell |
11,611
-37,621
| -76% | -$302K | ﹤0.01% | 1902 |
|
|
2022
Q4 | $335K | Sell |
49,232
-97,612
| -66% | -$665K | ﹤0.01% | 1616 |
|
|
2022
Q3 | $1.07M | Buy |
146,844
+29,930
| +26% | +$218K | ﹤0.01% | 1099 |
|
|
2022
Q2 | $928K | Buy |
116,914
+15,490
| +15% | +$123K | ﹤0.01% | 1176 |
|
|
2022
Q1 | $1.16M | Buy |
+101,424
| New | +$1.16M | ﹤0.01% | 1146 |
|