Kingsview Wealth Management’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $347K | Sell |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $426K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $407K | Hold |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $342K | Hold |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $323K | Sell |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $370K | Sell |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $167K | Sell |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $163K | Buy |
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|
2019
Q4 | $248K | Buy |
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