Doliver Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $82K | Sell |
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|
2020
Q1 | $76K | Buy |
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|
2019
Q4 | $300K | Sell |
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|
2019
Q3 | $491K | Buy |
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|
2019
Q2 | $344K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $857K | Sell |
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|
2018
Q2 | $1.06M | Buy |
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|
2018
Q1 | $189K | Sell |
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|
2017
Q4 | $737K | Sell |
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|
2017
Q3 | $1.13M | Buy |
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|
2017
Q2 | $961K | Buy |
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|
2017
Q1 | $902K | Buy |
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|
2016
Q4 | $511K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.47M | Buy |
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|
2016
Q1 | $290K | Sell |
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|
2015
Q4 | $3.06M | Buy |
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|
2015
Q3 | $281K | Sell |
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|
2015
Q2 | $449K | Buy |
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