SWA
BTX

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

Sightline Wealth Advisors’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,000
Closed -$116K – 63
2022
Q4 		$116K Buy
+17,000
New +$116K 0.12% 58