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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.09M | Buy |
39,515
+52
| +0.1% | +$2.58K | 0.03% | 500 |
|
|
2025
Q4 | $1.76M | Buy |
39,463
+57
| +0.1% | +$2.49K | 0.03% | 500 |
|
|
2025
Q3 | $1.77M | Buy |
39,406
+53
| +0.1% | +$2.5K | 0.03% | 478 |
|
|
2025
Q2 | $1.89M | Buy |
39,353
+54
| +0.1% | +$2.47K | 0.03% | 448 |
|
|
2025
Q1 | $1.95M | Buy |
39,299
+31
| +0.1% | +$1.52K | 0.04% | 391 |
|
|
2024
Q4 | $1.83M | Sell |
39,268
-75
| -0.2% | -$3.43K | 0.04% | 405 |
|
|
2024
Q3 | $1.66M | Buy |
39,343
+31,831
| +424% | +$1.29M | 0.03% | 418 |
|
|
2024
Q2 | $310K | Sell |
7,512
-1,021
| -12% | -$42.3K | 0.01% | 822 |
|
|
2024
Q1 | $347K | Sell |
8,533
-3,643
| -30% | -$134K | 0.01% | 768 |
|
|
2023
Q4 | $425K | Sell |
12,176
-1,982
| -14% | -$64.6K | 0.01% | 673 |
|
|
2023
Q3 | $449K | Sell |
14,158
-121
| -0.8% | -$3.8K | 0.02% | 645 |
|
|
2023
Q2 | $426K | Buy |
14,279
+18
| +0.1% | +$510 | 0.02% | 636 |
|
|
2023
Q1 | $403K | Buy |
14,261
+16
| +0.1% | +$469 | 0.02% | 634 |
|
|
2022
Q4 | $407K | Hold |
14,245
| – | – | 0.02% | 568 |
|
|
2022
Q3 | $356K | Sell |
14,245
-220
| -2% | -$5.98K | 0.02% | 590 |
|
|
2022
Q2 | $342K | Hold |
14,465
| – | – | 0.02% | 622 |
|
|
2022
Q1 | $408K | Sell |
14,465
-308
| -2% | -$7.83K | 0.02% | 618 |
|
|
2021
Q4 | $323K | Sell |
14,773
-1,081
| -7% | -$24.8K | 0.01% | 698 |
|
|
2021
Q3 | $346K | Hold |
15,854
| – | – | 0.02% | 649 |
|
|
2021
Q2 | $370K | Sell |
15,854
-534
| -3% | -$11.5K | 0.02% | 643 |
|
|
2021
Q1 | $312K | Sell |
16,388
-39
| -0.2% | -$660 | 0.02% | 626 |
|
|
2020
Q4 | $221K | Sell |
16,427
-2,663
| -14% | -$31.5K | 0.02% | 619 |
|
|
2020
Q3 | $167K | Sell |
19,090
-1,374
| -7% | -$15.1K | 0.02% | 579 |
|
|
2020
Q2 | $241K | Sell |
20,464
-4,620
| -18% | -$53.7K | 0.02% | 486 |
|
|
2020
Q1 | $163K | Buy |
25,084
+19,198
| +326% | +$602K | 0.02% | 437 |
|
|
2019
Q4 | $248K | Buy |
+5,886
| New | +$241K | 0.03% | 403 |
|
Other funds holding EMO
ZCP
SIA
EWA
AAM
PCM
