LWCFA
BTX
Loring Wolcott & Coolidge Fiduciary Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-480
| Closed | -$3.15K | – | 614 |
|
|
2023
Q3 | $3.15K | Hold |
480
| – | – | ﹤0.01% | 576 |
|
|
2023
Q2 | $3.77K | Hold |
480
| – | – | ﹤0.01% | 589 |
|
|
2023
Q1 | $3.85K | Hold |
480
| – | – | ﹤0.01% | 556 |
|
|
2022
Q4 | $3.27K | Hold |
480
| – | – | ﹤0.01% | 542 |
|
|
2022
Q3 | $3K | Hold |
480
| – | – | ﹤0.01% | 574 |
|
|
2022
Q2 | $4K | Hold |
480
| – | – | ﹤0.01% | 589 |
|
|
2022
Q1 | $5K | Hold |
480
| – | – | ﹤0.01% | 593 |
|
|
2021
Q4 | $7K | Hold |
480
| – | – | ﹤0.01% | 643 |
|
|
2021
Q3 | $9K | Hold |
480
| – | – | ﹤0.01% | 610 |
|
|
2021
Q2 | $10K | Buy |
+480
| New | +$10K | ﹤0.01% | 636 |
|