UPS
BTX

UHLMANN PRICE SECURITIES’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

UHLMANN PRICE SECURITIES’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-58,008
Closed -$363K – 205
2025
Q1 		$363K Buy
58,008
+2,076
+4% +$13K 0.27% 93
2024
Q4 		$416K Sell
55,932
-9,767
-15% -$72.7K 0.31% 81
2024
Q3 		$496K Buy
+65,699
New +$496K 0.39% 68