Lindbrook Capital’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
2024
Q4
Sell
-1,170
Closed -$8.83K 2935
2024
Q3
$8.83K Hold
1,170
﹤0.01% 1739
2024
Q2
$8.46K Sell
1,170
-544
-32% -$3.93K ﹤0.01% 1722
2024
Q1
$14K Hold
1,714
﹤0.01% 1386
2023
Q4
$12.6K Hold
1,714
﹤0.01% 1419
2023
Q3
$11.9K Hold
1,714
﹤0.01% 1317
2023
Q2
$13.5K Hold
1,714
﹤0.01% 1293
2023
Q1
$13.8K Hold
1,714
﹤0.01% 1257
2022
Q4
$11.7K Buy
1,714
+33
+2% +$225 ﹤0.01% 1362
2022
Q3
$12K Buy
1,681
+42
+3% +$300 ﹤0.01% 1256
2022
Q2
$13K Buy
1,639
+51
+3% +$405 ﹤0.01% 1163
2022
Q1
$18K Buy
+1,588
New +$18K ﹤0.01% 1062