Carson Wealth (CWM LLC)
BGR icon

Carson Wealth (CWM LLC)’s BlackRock Energy and Resources Trust BGR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BGR Stock Details BGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.48K Buy
+201
New +$3.09K ﹤0.01% 5147
2023
Q1 		– Sell
-24
Closed – – 4051
2022
Q4 		$0 Sell
24
-463
-95% -$5.77K ﹤0.01% 3971
2022
Q3 		$5K Buy
487
+463
+1,929% +$5.18K ﹤0.01% 3039
2022
Q2 		$0 Buy
+24
New +$287 ﹤0.01% 3781
2017
Q3 		– Sell
-450
Closed -$6K – 1469
2017
Q2 		$6K Buy
+450
New +$6.04K ﹤0.01% 853

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