IWA
FMO

IBEX Wealth Advisors’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

IBEX Wealth Advisors’s Portfolio FMO Stock Details FMO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-138
Closed -$6K – 383
2019
Q2 		$6K Buy
+138
New +$6K ﹤0.01% 326
2017
Q1 		– Sell
-357
Closed -$27K – 418
2016
Q4 		$27K Buy
+357
New +$27K 0.01% 206