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Kelly Financial Services LLC → BSTZ
Kelly Financial Services LLC BSTZ Position History
BlackRock Science and Technology Term Trust • Technology
Quarters held
11
Latest value
$211K
Q3 2026
Peak value
$12.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.7M |
| Q4 2025 | $234K |
| Q1 2026 | $236K |
| Q1 2026 | $1.8M |
| Q2 2026 | $9M |
| Q2 2026 | $257K |
| Q2 2026 | $2.8M |
| Q3 2026 | $12.7M |
| Q3 2026 | $220K |
| Q3 2026 | $2.6M |
| Q3 2026 | $211K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $211K | 200 | — | — |
| Q3 2026 | $2.6M | 75.4K | — | — |
| Q3 2026 | $220K | 7.0K | — | — |
| Q3 2026 | $12.7M | 254.3K | — | — |
| Q2 2026 | $2.8M | 82.6K | — | — |
| Q2 2026 | $257K | 8.1K | — | — |
| Q2 2026 | $9M | 179.7K | — | — |
| Q1 2026 | $1.8M | 58.5K | — | — |
| Q1 2026 | $236K | 7.2K | — | — |
| Q4 2025 | $234K | 218 | — | — |
| Q4 2025 | $1.7M | 53.8K | — | — |