Successful Portfolios’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.6K | Sell |
13,565
-25
| -0.2% | -$183 | 0.06% | 167 |
|
|
2025
Q1 | $85.1K | Sell |
13,590
-1,000
| -7% | -$6.26K | 0.06% | 157 |
|
|
2024
Q4 | $109K | Sell |
14,590
-200
| -1% | -$1.49K | 0.07% | 158 |
|
|
2024
Q3 | $112K | Hold |
14,790
| – | – | 0.08% | 161 |
|
|
2024
Q2 | $107K | Hold |
14,790
| – | – | 0.07% | 155 |
|
|
2024
Q1 | $120K | Hold |
14,790
| – | – | 0.08% | 167 |
|
|
2023
Q4 | $108K | Buy |
+14,790
| New | +$108K | 0.08% | 167 |
|
|
2023
Q1 | – | Sell |
-13,790
| Closed | -$94K | – | 201 |
|
|
2022
Q4 | $94K | Buy |
+13,790
| New | +$94K | 0.06% | 186 |
|