A detailed history of Ever Source Wealth Advisors, LLC transactions in Black Rock Energy & Resources Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,020 shares of BGR stock, worth $13,770. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,020
Previous 820 24.39%
Holding current value
$13,770
Previous $10,000 30.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$12.28 - $13.34 $2,456 - $2,668
200 Added 24.39%
1,020 $13,000
Q1 2024

Jun 11, 2024

BUY
$11.87 - $13.25 $9,733 - $10,865
820 New
820 $10,000
Q3 2022

Nov 07, 2022

BUY
$10.16 - $12.04 $193 - $228
19 New
19 $0

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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