JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $165K | Hold |
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|
2023
Q2 | $152K | Hold |
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|
2023
Q1 | $153K | Hold |
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|
2022
Q4 | $158K | Hold |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $357K | Hold |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $149K | Buy |
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|
2021
Q2 | $143K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $103K | Buy |
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|
2020
Q3 | $87K | Sell |
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|
2020
Q2 | $134K | Buy |
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|
2020
Q1 | $116K | Buy |
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|
2019
Q4 | $216K | Sell |
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|
2019
Q3 | $283K | Sell |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $350K | Sell |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $818K | Buy |
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|
2018
Q2 | $443K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $413K | Hold |
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|
2017
Q3 | $400K | Hold |
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|
2017
Q2 | $379K | Hold |
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|
2017
Q1 | $400K | Hold |
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|
2016
Q4 | $421K | Hold |
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|
2016
Q3 | $422K | Hold |
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|
2016
Q2 | $414K | Sell |
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|
2016
Q1 | $381K | Buy |
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|
2015
Q4 | $327K | Sell |
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|
2015
Q3 | $630K | Sell |
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|
2015
Q2 | $1.13M | Buy |
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|
2015
Q1 | $203K | Sell |
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|
2014
Q4 | $477K | Buy |
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