Sugarloaf Wealth Management’s BlackRock Science and Technology Term Trust BSTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,650
| Closed | -$27.6K | – | 686 |
|
|
2023
Q4 | $27.6K | Buy |
+1,650
| New | +$27.6K | 0.01% | 351 |
|
|
2023
Q1 | – | Sell |
-123
| Closed | -$1.92K | – | 717 |
|
|
2022
Q4 | $1.92K | Buy |
+123
| New | +$1.92K | ﹤0.01% | 675 |
|
|
2022
Q3 | – | Sell |
-116
| Closed | -$2K | – | 824 |
|
|
2022
Q2 | $2K | Buy |
116
+4
| +4% | +$69 | ﹤0.01% | 679 |
|
|
2022
Q1 | $3K | Buy |
112
+2
| +2% | +$54 | ﹤0.01% | 602 |
|
|
2021
Q4 | $4K | Buy |
110
+4
| +4% | +$145 | ﹤0.01% | 604 |
|
|
2021
Q3 | $4K | Buy |
106
+1
| +1% | +$38 | ﹤0.01% | 615 |
|
|
2021
Q2 | $4K | Buy |
105
+2
| +2% | +$76 | ﹤0.01% | 605 |
|
|
2021
Q1 | $4 | Buy |
103
+1
| +1% | – | ﹤0.01% | 598 |
|
|
2020
Q4 | $4K | Buy |
102
+2
| +2% | +$78 | ﹤0.01% | 565 |
|
|
2020
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 565 |
|