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FMO

Caldwell Trust’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Caldwell Trust’s Portfolio FMO Stock Details FMO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
2021
Q4 		$1.04K Hold
2021
Q3 		$1.06K Hold
2021
Q2 		$1.26K Hold
2021
Q1 		$987 Hold
2020
Q4 		$576 Hold
2020
Q3 		$720 Hold
2020
Q2 		$925 Hold
2020
Q1 		$630 Hold
2019
Q4 		$3.95K Buy