Concorde Asset Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $245K | Buy |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $290K | Hold |
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|
2024
Q2 | $281K | Buy |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $649K | Buy |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $264K | Sell |
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|
2019
Q1 | $281K | Sell |
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|
2018
Q4 | $538K | Buy |
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