United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $245K | Sell |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $219K | Buy |
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|
2018
Q3 | $300K | Sell |
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|
2018
Q2 | $400K | Hold |
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|
2018
Q1 | $348K | Hold |
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|
2017
Q4 | $373K | Hold |
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|
2017
Q3 | $361K | Hold |
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|
2017
Q2 | $342K | Sell |
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|
2017
Q1 | $506K | Sell |
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|
2016
Q4 | $659K | Hold |
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|
2016
Q3 | $661K | Buy |
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|
2016
Q2 | $492K | Buy |
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