Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q3 | $2K | Buy |
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|
2021
Q2 | $2K | Buy |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q4 | $1K | Buy |
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|
2020
Q3 | $1K | Buy |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $15K | Sell |
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|
2019
Q3 | $182K | Buy |
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|
2019
Q2 | $141K | Buy |
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|
2019
Q1 | $47K | Buy |
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|
2018
Q4 | $36K | Sell |
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|
2018
Q3 | $77K | Sell |
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|
2018
Q2 | $180K | Buy |
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|
2018
Q1 | $156K | Sell |
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|
2017
Q4 | $267K | Buy |
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|
2017
Q3 | $147K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $336K | Hold |
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|
2015
Q4 | $336K | Buy |
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