SCM
BTX

Sterneck Capital Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Sterneck Capital Management’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,161
Closed -$79.8K – 99
2023
Q2 		$79.8K Hold
10,161
– – 0.05% 95
2023
Q1 		$81.6K Hold
10,161
– – 0.05% 96
2022
Q4 		$69.2K Sell
10,161
-5,540
-35% -$39.5K 0.05% 98
2022
Q3 		$114K Hold
15,701
– – 0.08% 89
2022
Q2 		$125K Sell
15,701
-350
-2% -$3.15K 0.08% 89
2022
Q1 		$183K Sell
16,051
-900
-5% -$11.3K 0.11% 91
2021
Q4 		$246K Buy
+16,951
New +$281K 0.15% 86

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CA
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Invesco
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COLIM
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Lazard Asset Management
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Bank of America
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RJA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return