SFS
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Sowell Financial Services’s BlackRock Energy and Resources Trust BGR Stock Holding History

Sowell Financial Services’s Portfolio BGR Stock Details BGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-465
Closed -$4K – 762
2021
Q1 		$4K Buy
465
+15
+3% +$125 ﹤0.01% 2647
2020
Q4 		$3K Hold
450
– – ﹤0.01% 2382
2020
Q3 		$3K Hold
450
– – ﹤0.01% 2108
2020
Q2 		$3K Buy
+450
New +$3.21K ﹤0.01% 2026

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