JWCA
BTX

J.W. Cole Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

J.W. Cole Advisors’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 		– Sell
-12,777
Closed -$80K – 1491
2025
Q1 		$80K Buy
12,777
+2,050
+19% +$12.8K ﹤0.01% 1214
2024
Q4 		$79.8K Buy
10,727
+176
+2% +$1.31K ﹤0.01% 934
2024
Q3 		$79.7K Buy
10,551
+179
+2% +$1.35K ﹤0.01% 924
2024
Q2 		$75K Buy
+10,372
New +$75K ﹤0.01% 878