NewEdge Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Buy
57,624
+7,344
+15% +$53.9K ﹤0.01% 1797
2025
Q1
$315K Buy
50,280
+8,478
+20% +$53.1K ﹤0.01% 1864
2024
Q4
$311K Sell
41,802
-5,495
-12% -$40.9K ﹤0.01% 1856
2024
Q3
$357K Sell
47,297
-9,345
-16% -$70.6K ﹤0.01% 1688
2024
Q2
$410K Buy
56,642
+2,158
+4% +$15.6K ﹤0.01% 1532
2024
Q1
$444K Buy
54,484
+25,137
+86% +$205K ﹤0.01% 1416
2023
Q4
$217K Buy
+29,347
New +$217K ﹤0.01% 1679