Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,048
| Closed | -$81K | – | 509 |
|
|
2023
Q4 | $81K | Hold |
11,048
| – | – | 0.02% | 448 |
|
|
2023
Q3 | $76.9K | Hold |
11,048
| – | – | 0.02% | 443 |
|
|
2023
Q2 | $86.7K | Hold |
11,048
| – | – | 0.02% | 453 |
|
|
2023
Q1 | $88.7K | Hold |
11,048
| – | – | 0.02% | 442 |
|
|
2022
Q4 | $75.2K | Hold |
11,048
| – | – | 0.01% | 410 |
|
|
2022
Q3 | $80K | Hold |
11,048
| – | – | 0.02% | 385 |
|
|
2022
Q2 | $88K | Hold |
11,048
| – | – | 0.02% | 584 |
|
|
2022
Q1 | $126K | Hold |
11,048
| – | – | 0.02% | 524 |
|
|
2021
Q4 | $161K | Hold |
11,048
| – | – | 0.03% | 514 |
|
|
2021
Q3 | $200K | Hold |
11,048
| – | – | 0.04% | 449 |
|
|
2021
Q2 | $224K | Buy |
+11,048
| New | +$224K | 0.04% | 405 |
|