SWM
BTX

SeaCrest Wealth Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

SeaCrest Wealth Management’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$418K Buy
56,991
+5,835
+11% +$42.8K 0.05% 364
2025
Q1 		$320K Buy
51,156
+36,385
+246% +$228K 0.04% 456
2024
Q4 		$110K Buy
+14,771
New +$110K 0.01% 640
2022
Q3 		– Sell
-8,751
Closed -$69K – 1567
2022
Q2 		$69K Buy
+8,751
New +$69K 0.01% 997