LGWM
Litman Gregory Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,677
| Closed | -$214K | – | 44 |
|
|
2022
Q4 | $214K | Sell |
13,677
-1,740
| -11% | -$27.2K | 0.03% | 75 |
|
|
2022
Q3 | $272K | Sell |
15,417
-945
| -6% | -$16.7K | 0.04% | 69 |
|
|
2022
Q2 | $321K | Sell |
16,362
-10,375
| -39% | -$204K | 0.05% | 70 |
|
|
2022
Q1 | $785K | Buy |
26,737
+6,510
| +32% | +$191K | 0.11% | 50 |
|
|
2021
Q4 | $788K | Buy |
20,227
+4,495
| +29% | +$175K | 0.13% | 48 |
|
|
2021
Q3 | $607K | Buy |
15,732
+15,302
| +3,559% | +$590K | 0.11% | 47 |
|
|
2021
Q2 | $430 | Buy |
+430
| New | +$430 | 0.08% | 55 |
|