Waverly Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History

Waverly Advisors’s Portfolio BGR Stock Details BGR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$162K	Sell
2025 Q1	$183K	Sell
2024 Q4	$208K	Buy
2015 Q4	–	Sell
2015 Q3	$39K	Hold
2015 Q2	$51K	Buy
2014 Q4	–	Sell
2014 Q3	$33K	Hold
2014 Q2	$38K	Hold
2014 Q1	$34K	Buy