Northwestern Mutual Wealth Management’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 | $6.46K | Buy |
+880
| New | +$6.46K | ﹤0.01% | 2936 |
|
2025
Q1 | – | Sell |
-500
| Closed | -$3.72K | – | 3987 |
|
2024
Q4 | $3.72K | Buy |
500
+371
| +288% | +$2.76K | ﹤0.01% | 3029 |
|
2024
Q3 | $974 | Buy |
+129
| New | +$974 | ﹤0.01% | 3252 |
|
2023
Q4 | – | Sell |
-2,094
| Closed | -$14.6K | – | 3704 |
|
2023
Q3 | $14.6K | Buy |
+2,094
| New | +$14.6K | ﹤0.01% | 2413 |
|
2023
Q2 | – | Sell |
-334
| Closed | -$2.68K | – | 3651 |
|
2023
Q1 | $2.68K | Buy |
+334
| New | +$2.68K | ﹤0.01% | 2890 |
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$15K | – | 3493 |
|
2022
Q3 | $15K | Sell |
2,000
-10,760
| -84% | -$80.7K | ﹤0.01% | 2340 |
|
2022
Q2 | $101K | Buy |
+12,760
| New | +$101K | ﹤0.01% | 1644 |
|
2021
Q3 | – | Sell |
-1,500
| Closed | -$30K | – | 3249 |
|
2021
Q2 | $30K | Buy |
+1,500
| New | +$30K | ﹤0.01% | 2039 |
|