EWM
Evermay Wealth Management’s BlackRock Energy and Resources Trust BGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.9K | Hold |
5,800
| – | – | 0.01% | 295 |
|
|
2025
Q1 | $78.8K | Hold |
5,800
| – | – | 0.01% | 286 |
|
|
2024
Q4 | $73.1K | Hold |
5,800
| – | – | 0.01% | 288 |
|
|
2024
Q3 | $74.7K | Hold |
5,800
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $76.7K | Hold |
5,800
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $76.9K | Hold |
5,800
| – | – | 0.01% | 311 |
|
|
2023
Q4 | $72.2K | Hold |
5,800
| – | – | 0.01% | 291 |
|
|
2023
Q3 | $76K | Hold |
5,800
| – | – | 0.02% | 261 |
|
|
2023
Q2 | $69.8K | Hold |
5,800
| – | – | 0.01% | 280 |
|
|
2023
Q1 | $70.5K | Hold |
5,800
| – | – | 0.01% | 271 |
|
|
2022
Q4 | $72.7K | Hold |
5,800
| – | – | 0.01% | 258 |
|
|
2022
Q3 | $63K | Hold |
5,800
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $64K | Hold |
5,800
| – | – | 0.01% | 255 |
|
|
2022
Q1 | $67K | Hold |
5,800
| – | – | 0.01% | 276 |
|
|
2021
Q4 | $55K | Buy |
+5,800
| New | +$55K | 0.01% | 264 |
|