MWM
BTX

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

Melfa Wealth Management’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,950
Closed -$88.2K – 139
2022
Q4 		$88.2K Buy
+12,950
New +$88.2K 0.09% 131