IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4997 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4810 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4650 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4425 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4250 |
|
|
2017
Q4 | – | Sell |
-160
| Closed | -$10K | – | 4149 |
|
|
2017
Q3 | $10K | Hold |
160
| – | – | ﹤0.01% | 3015 |
|
|
2017
Q2 | $11K | Hold |
160
| – | – | ﹤0.01% | 2949 |
|
|
2017
Q1 | $13K | Hold |
160
| – | – | ﹤0.01% | 2758 |
|
|
2016
Q4 | $12K | Hold |
160
| – | – | ﹤0.01% | 2793 |
|
|
2016
Q3 | $13K | Hold |
160
| – | – | ﹤0.01% | 2670 |
|
|
2016
Q2 | $11K | Buy |
+160
| New | +$11K | ﹤0.01% | 2696 |
|
|
2016
Q1 | – | Sell |
-160
| Closed | -$10K | – | 3688 |
|
|
2015
Q4 | $10K | Buy |
+160
| New | +$10K | ﹤0.01% | 2587 |
|