Geneos Wealth Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-435
| Closed | -$4K | – | 3067 |
|
|
2021
Q4 | $4K | Hold |
435
| – | – | ﹤0.01% | 2501 |
|
|
2021
Q3 | $4K | Hold |
435
| – | – | ﹤0.01% | 2547 |
|
|
2021
Q2 | $5K | Hold |
435
| – | – | ﹤0.01% | 2484 |
|
|
2021
Q1 | $4K | Hold |
435
| – | – | ﹤0.01% | 2767 |
|
|
2020
Q4 | $4K | Buy |
435
+55
| +14% | +$506 | ﹤0.01% | 2584 |
|
|
2020
Q3 | $2K | Buy |
+380
| New | +$2K | ﹤0.01% | 2472 |
|