EverSource Wealth Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$86.9K	Hold	5,020	–	–	﹤0.01%	1521
2025 Q4	$68K	Hold	5,020	–	–	﹤0.01%	1534
2025 Q3	$68.1K	Buy	5,020 +4,000	+392%	+$53.6K	﹤0.01%	1483
2025 Q2	$13.5K	Hold	1,020	–	–	﹤0.01%	2600
2025 Q1	$13.9K	Hold	1,020	–	–	﹤0.01%	1908
2024 Q4	$12.9K	Hold	1,020	–	–	﹤0.01%	1872
2024 Q3	$13.1K	Buy	1,020 +200	+24%	+$2.59K	﹤0.01%	1719
2024 Q2	$10.9K	Hold	820	–	–	﹤0.01%	1804
2024 Q1	$10.7K	Buy	+820	New	+$10.2K	﹤0.01%	1652
2023 Q3	–	Sell	-19	Closed	-$229	–	2516
2023 Q2	$229	Hold	19	–	–	﹤0.01%	2416
2023 Q1	$231	Hold	19	–	–	﹤0.01%	2305
2022 Q4	$238	Hold	19	–	–	﹤0.01%	2252
2022 Q3	$0	Buy	+19	New	+$213	﹤0.01%	1975