Golden State Wealth Management’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 | $18.3K | Hold |
1,383
| – | – | ﹤0.01% | 910 |
|
|
2025
Q1 | $18.8K | Sell |
1,383
-279
| -17% | -$3.79K | ﹤0.01% | 815 |
|
|
2024
Q4 | $21K | Buy |
+1,662
| New | +$21K | ﹤0.01% | 756 |
|
|
2020
Q4 | – | Sell |
-1,830
| Closed | -$11K | – | 246 |
|
|
2020
Q3 | $11K | Buy |
+1,830
| New | +$11K | ﹤0.01% | 399 |
|
|
2020
Q2 | – | Sell |
-1,830
| Closed | -$12K | – | 251 |
|
|
2020
Q1 | $12K | Buy |
+1,830
| New | +$12K | 0.01% | 582 |
|
|
2019
Q4 | – | Sell |
-1,830
| Closed | -$20K | – | 133 |
|
|
2019
Q3 | $20K | Hold |
1,830
| – | – | 0.01% | 610 |
|
|
2019
Q2 | $21K | Hold |
1,830
| – | – | 0.01% | 608 |
|
|
2019
Q1 | $22K | Buy |
+1,830
| New | +$22K | 0.01% | 602 |
|