Laird Norton Wetherby Wealth Management’s BlackRock Energy and Resources Trust BGR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-15,056
Closed -$162K 893
2022
Q3
$162K Sell
15,056
-1,692
-10% -$18.2K 0.01% 815
2022
Q2
$184K Buy
+16,748
New +$184K 0.01% 823