Caldwell Trust’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-100
|
|
||||
|
2021
Q4 | $1.04K | Hold |
100
|
|
||||
|
2021
Q3 | $1.06K | Hold |
100
|
|
||||
|
2021
Q2 | $1.26K | Hold |
100
|
|
||||
|
2021
Q1 | $987 | Hold |
100
|
|
||||
|
2020
Q4 | $576 | Hold |
100
|
|
||||
|
2020
Q3 | $720 | Hold |
100
|
|
||||
|
2020
Q2 | $925 | Hold |
100
|
|
||||
|
2020
Q1 | $630 | Hold |
100
|
|
||||
|
2019
Q4 | $3.95K | Buy |
+100
|
|