Kingswood Wealth Advisors’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
Q4 | $669K | Buy |
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|
2025
Q3 | $654K | Hold |
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|
2025
Q2 | $698K | Hold |
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|
2025
Q1 | $722K | Hold |
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|
2024
Q4 | $677K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $242K | Buy |
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