Carson Wealth (CWM LLC)’s BlackRock Energy and Resources Trust BGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24
| Closed | – | – | 4038 |
|
|
2022
Q4 | $0 | Sell |
24
-463
| -95% | – | ﹤0.01% | 3957 |
|
|
2022
Q3 | $5K | Buy |
487
+463
| +1,929% | +$4.75K | ﹤0.01% | 3036 |
|
|
2022
Q2 | $0 | Buy |
+24
| New | – | ﹤0.01% | 3760 |
|
|
2017
Q3 | – | Sell |
-450
| Closed | -$6K | – | 1468 |
|
|
2017
Q2 | $6K | Buy |
+450
| New | +$6K | ﹤0.01% | 852 |
|