Global Retirement Partners’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	$22.7K	Buy	+1,715	New	+$22.7K	﹤0.01%	2221
2023 Q1	–	Sell	-2,500	Closed	-$31.3K	–	3206
2022 Q4	$31.3K	Sell	2,500 -948	-27%	-$11.9K	﹤0.01%	1284
2022 Q3	$45K	Buy	3,448 +948	+38%	+$12.4K	﹤0.01%	1058
2022 Q2	$27K	Buy	+2,500	New	+$27K	﹤0.01%	1221