180 Wealth Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $291K | Sell |
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|
2021
Q2 | $283K | Sell |
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|
2021
Q1 | $310K | Sell |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | $190K | Buy |
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|
2020
Q2 | $145K | Buy |
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|
2020
Q1 | $95K | Buy |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $459K | Buy |
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|
2019
Q1 | $474K | Buy |
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|
2018
Q4 | $305K | Hold |
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|
2018
Q3 | $305K | Buy |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $233K | Buy |
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|
2017
Q4 | $281K | Buy |
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