SWA
Sutton Wealth Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-122
| Closed | -$1.68K | – | 1082 |
|
|
2017
Q3 | $1.68K | Hold |
122
| – | – | ﹤0.01% | 964 |
|
|
2017
Q2 | $1.59K | Hold |
122
| – | – | ﹤0.01% | 974 |
|
|
2017
Q1 | $1.68K | Hold |
122
| – | – | ﹤0.01% | 944 |
|
|
2016
Q4 | $1.76K | Hold |
122
| – | – | ﹤0.01% | 937 |
|
|
2016
Q3 | $1.77K | Hold |
122
| – | – | ﹤0.01% | 927 |
|
|
2016
Q2 | $1.73K | Hold |
122
| – | – | ﹤0.01% | 895 |
|
|
2016
Q1 | $1.59K | Buy |
+122
| New | +$1.59K | ﹤0.01% | 892 |
|