CWC
FMO

Carolinas Wealth Consulting’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Carolinas Wealth Consulting’s Portfolio FMO Stock Details FMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-598
Closed -$6K – 1041
2021
Q4 		$6K Hold
598
– – ﹤0.01% 696
2021
Q3 		$6K Hold
598
– – ﹤0.01% 661
2021
Q2 		$8K Hold
598
– – ﹤0.01% 645
2021
Q1 		$6K Hold
598
– – ﹤0.01% 691
2020
Q4 		$3K Hold
598
– – ﹤0.01% 723
2020
Q3 		$4K Buy
+598
New +$5.04K ﹤0.01% 616

Carolinas Wealth Consulting's FMO Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2022, closing a stake of 598 shares — an estimated $6K sold.

Carolinas Wealth Consulting first reported a position in FMO in Q3 2020 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 0 funds tracked by Wall St. Rank hold FMO as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 598 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2022, an estimated $6K.
  • Carolinas Wealth Consulting first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q3 2020 and held it in 6 quarters.
  • Carolinas Wealth Consulting's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $8K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.