SWM
BTX

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

Sugarloaf 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
2024
Q1 		– Sell
-1,650
Closed -$12.1K – 718
2023
Q4 		$12.1K Buy
+1,650
New +$12.1K ﹤0.01% 467