BDO Wealth Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $187K | Sell |
15,497
-576
| -4% | -$6.94K | 0.02% | 268 |
|
|
2023
Q1 | $195K | Buy |
16,073
+46
| +0.3% | +$559 | 0.02% | 256 |
|
|
2022
Q4 | $201K | Sell |
16,027
-391
| -2% | -$4.9K | 0.03% | 256 |
|
|
2022
Q3 | $177K | Hold |
16,418
| – | – | 0.02% | 260 |
|
|
2022
Q2 | $180K | Hold |
16,418
| – | – | 0.02% | 262 |
|
|
2022
Q1 | $190K | Sell |
16,418
-4,911
| -23% | -$56.8K | 0.02% | 274 |
|
|
2021
Q4 | $202K | Hold |
21,329
| – | – | 0.02% | 278 |
|
|
2021
Q3 | $202K | Sell |
21,329
-2,592
| -11% | -$24.5K | 0.02% | 277 |
|
|
2021
Q2 | $235K | Sell |
23,921
-2,190
| -8% | -$21.5K | 0.03% | 270 |
|
|
2021
Q1 | $232K | Buy |
+26,111
| New | +$232K | 0.03% | 265 |
|