Apollon Wealth Management’s BlackRock Energy and Resources Trust BGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $723K | Sell |
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|
2025
Q2 | $845K | Sell |
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|
2025
Q1 | $949K | Sell |
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|
2024
Q4 | $936K | Sell |
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|
2024
Q3 | $972K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.15M | Buy |
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|
2023
Q2 | $479K | Buy |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $637K | Buy |
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