CWC
FMO
Carolinas Wealth Consulting’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-598
| Closed | -$6K | – | 1045 |
|
|
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 | +$4K | ﹤0.01% | 616 |
|