MW
BTX

Marcum Wealth’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Marcum Wealth’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15,000
Closed -$171K – 423
2022
Q1 		$171K Hold
15,000
– – 0.02% 323
2021
Q4 		$218K Hold
15,000
– – 0.03% 311
2021
Q3 		$272K Buy
+15,000
New +$272K 0.04% 256