FMWA
FMO
Forvis Mazars Wealth Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,220
| Closed | -$89K | – | 315 |
|
|
2019
Q4 | $89K | Hold |
11,220
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $99K | Hold |
11,220
| – | – | 0.01% | 258 |
|
|
2019
Q2 | $108K | Hold |
11,220
| – | – | 0.01% | 255 |
|
|
2019
Q1 | $118K | Hold |
11,220
| – | – | 0.01% | 250 |
|
|
2018
Q4 | $100K | Buy |
+11,220
| New | +$100K | 0.01% | 221 |
|
|
2018
Q3 | – | Sell |
-16,240
| Closed | -$190K | – | 250 |
|
|
2018
Q2 | $190K | Hold |
16,240
| – | – | 0.02% | 229 |
|
|
2018
Q1 | $171K | Hold |
16,240
| – | – | 0.02% | 229 |
|
|
2017
Q4 | $214K | Buy |
+16,240
| New | +$214K | 0.02% | 230 |
|