APWA
Atlas Private Wealth Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,300
| Closed | -$12K | – | 205 |
|
|
2021
Q3 | $12K | Hold |
1,300
| – | – | 0.01% | 438 |
|
|
2021
Q2 | $13K | Hold |
1,300
| – | – | 0.01% | 429 |
|
|
2021
Q1 | $12K | Hold |
1,300
| – | – | 0.01% | 460 |
|
|
2020
Q4 | $9K | Hold |
1,300
| – | – | 0.01% | 432 |
|
|
2020
Q3 | $8K | Hold |
1,300
| – | – | 0.01% | 414 |
|
|
2020
Q2 | $9K | Buy |
+1,300
| New | +$9K | 0.01% | 418 |
|