EverSource Wealth 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
Q2 | $13.5K | Hold |
1,020
| – | – | ﹤0.01% | 2592 |
|
|
2025
Q1 | $13.9K | Hold |
1,020
| – | – | ﹤0.01% | 1906 |
|
|
2024
Q4 | $12.9K | Hold |
1,020
| – | – | ﹤0.01% | 1872 |
|
|
2024
Q3 | $13.1K | Buy |
1,020
+200
| +24% | +$2.58K | ﹤0.01% | 1719 |
|
|
2024
Q2 | $10.9K | Hold |
820
| – | – | ﹤0.01% | 1804 |
|
|
2024
Q1 | $10.7K | Buy |
+820
| New | +$10.7K | ﹤0.01% | 1652 |
|
|
2023
Q3 | – | Sell |
-19
| Closed | -$229 | – | 2516 |
|
|
2023
Q2 | $229 | Hold |
19
| – | – | ﹤0.01% | 2415 |
|
|
2023
Q1 | $231 | Hold |
19
| – | – | ﹤0.01% | 2304 |
|
|
2022
Q4 | $238 | Hold |
19
| – | – | ﹤0.01% | 2252 |
|
|
2022
Q3 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1975 |
|