Golden State Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.8K | Hold |
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|
2025
Q2 | $18.3K | Hold |
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|
2025
Q1 | $18.8K | Sell |
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|
2024
Q4 | $21K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $11K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $22K | Buy |
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