Modera Wealth Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $158K | Buy |
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|
2025
Q2 | $169K | Buy |
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|
2025
Q1 | $140K | Buy |
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|
2024
Q4 | $163K | Buy |
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|
2024
Q3 | $160K | Sell |
|
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|
2024
Q2 | $156K | Buy |
|
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|
2024
Q1 | $166K | Buy |
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|
2023
Q4 | $148K | Sell |
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|
2023
Q3 | $144K | Buy |
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|
2023
Q2 | $160K | Sell |
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|
2023
Q1 | $184K | Buy |
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|
2022
Q4 | $133K | Sell |
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|
2022
Q3 | $169K | Buy |
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|
2022
Q2 | $182K | Buy |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $362K | Buy |
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