Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-55
| Closed | -$4K | – | 1110 |
|
|
2016
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 967 |
|
|
2016
Q2 | $4K | Hold |
55
| – | – | ﹤0.01% | 977 |
|
|
2016
Q1 | $3K | Hold |
55
| – | – | ﹤0.01% | 953 |
|
|
2015
Q4 | $4K | Hold |
55
| – | – | ﹤0.01% | 988 |
|
|
2015
Q3 | $4K | Hold |
55
| – | – | ﹤0.01% | 998 |
|
|
2015
Q2 | $6K | Hold |
55
| – | – | ﹤0.01% | 933 |
|
|
2015
Q1 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 861 |
|