Concurrent Investment 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
2025 Q1	–	Sell	-17,645	Closed	-$223K	–	1201
2024 Q4	$223K	Buy	+17,645	New	+$223K	0.01%	937