Wealth Enhancement Advisory Services’s BlackRock Energy and Resources Trust BGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Buy |
73,037
+1,989
| +3% | +$26.9K | ﹤0.01% | 1753 |
|
|
2025
Q1 | $965K | Sell |
71,048
-12,769
| -15% | -$173K | ﹤0.01% | 1615 |
|
|
2024
Q4 | $1.06M | Sell |
83,817
-7,368
| -8% | -$92.9K | ﹤0.01% | 1499 |
|
|
2024
Q3 | $1.17M | Sell |
91,185
-426
| -0.5% | -$5.49K | ﹤0.01% | 1303 |
|
|
2024
Q2 | $1.21M | Buy |
91,611
+761
| +0.8% | +$10.1K | ﹤0.01% | 1188 |
|
|
2024
Q1 | $1.2M | Sell |
90,850
-1,458
| -2% | -$19.3K | ﹤0.01% | 1156 |
|
|
2023
Q4 | $1.15M | Sell |
92,308
-1,105
| -1% | -$13.8K | ﹤0.01% | 1110 |
|
|
2023
Q3 | $1.22M | Buy |
+93,413
| New | +$1.22M | ﹤0.01% | 1020 |
|