J.P. Morgan Private Wealth Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,188
| Closed | -$681K | – | 1449 |
|
|
2019
Q4 | $681K | Hold |
16,188
| – | – | ﹤0.01% | 934 |
|
|
2019
Q3 | $704K | Hold |
16,188
| – | – | ﹤0.01% | 886 |
|
|
2019
Q2 | $745K | Sell |
16,188
-270
| -2% | -$12.4K | ﹤0.01% | 852 |
|
|
2019
Q1 | $791K | Hold |
16,458
| – | – | ﹤0.01% | 866 |
|
|
2018
Q4 | $643K | Buy |
16,458
+5,375
| +48% | +$210K | ﹤0.01% | 878 |
|
|
2018
Q3 | $633K | Hold |
11,083
| – | – | ﹤0.01% | 992 |
|
|
2018
Q2 | $606K | Buy |
+11,083
| New | +$606K | ﹤0.01% | 946 |
|