A detailed history of Bdo Wealth Advisors, LLC transactions in Black Rock Energy & Resources Trust stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 15,497 shares of BGR stock, worth $207,194. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,497
Previous 16,073 3.58%
Holding current value
$207,194
Previous $195,000 4.62%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

SELL
$11.49 - $12.69 $6,618 - $7,309
-576 Reduced 3.58%
15,497 $186,000
Q1 2023

May 09, 2023

BUY
$11.23 - $13.36 $516 - $614
46 Added 0.29%
16,073 $195,000
Q4 2022

Jan 27, 2023

SELL
$11.31 - $13.37 $4,422 - $5,227
-391 Reduced 2.38%
16,027 $0
Q1 2022

May 06, 2022

SELL
$9.73 - $11.73 $47,784 - $57,606
-4,911 Reduced 23.02%
16,418 $190,000
Q3 2021

Nov 09, 2021

SELL
$8.25 - $10.03 $21,384 - $25,997
-2,592 Reduced 10.84%
21,329 $202,000
Q2 2021

Sep 03, 2021

SELL
$8.38 - $10.25 $18,352 - $22,447
-2,190 Reduced 8.39%
23,921 $235,000
Q1 2021

May 14, 2021

BUY
$7.08 - $9.38 $184,865 - $244,921
26,111 New
26,111 $232,000

Others Institutions Holding BGR

About BlackRock Energy & Resources Trust


  • Ticker BGR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited. It invests in public equity markets across the globe, with an emphasis on the United States. The fund seeks to invest in stocks of companies operating in the ...
More about BGR
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