WKWM
BGR icon

Walter & Keenan Wealth Management’s BlackRock Energy and Resources Trust BGR Stock Holding History

Walter & Keenan Wealth Management’s Portfolio BGR Stock Details BGR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,700
Closed -$256K – 141
2014
Q3 		$256K Hold
10,700
– – 0.15% 122
2014
Q2 		$289K Hold
10,700
– – 0.15% 114
2014
Q1 		$258K Buy
+10,700
New +$258K 0.14% 116