PIWA
BTX
Prevail Innovative Wealth Advisors’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
228,552
-11,696
| -5% | -$85.8K | 0.38% | 85 |
|
|
2025
Q1 | $1.5M | Sell |
240,248
-18,220
| -7% | -$114K | 0.4% | 79 |
|
|
2024
Q4 | $1.92M | Sell |
258,468
-4,447
| -2% | -$33.1K | 0.56% | 59 |
|
|
2024
Q3 | $1.99M | Sell |
262,915
-4,112
| -2% | -$31K | 0.6% | 56 |
|
|
2024
Q2 | $1.93M | Buy |
+267,027
| New | +$1.93M | 0.68% | 67 |
|
|
2023
Q3 | – | Sell |
-454,404
| Closed | -$3.57M | – | 169 |
|
|
2023
Q2 | $3.57M | Buy |
+454,404
| New | +$3.57M | 1.96% | 13 |
|