Kingswood Wealth Advisors’s ClearBridge Energy Midstream Opportunity Fund EMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Hold |
14,549
| – | – | 0.06% | 335 |
|
|
2025
Q1 | $722K | Hold |
14,549
| – | – | 0.07% | 316 |
|
|
2024
Q4 | $677K | Buy |
+14,549
| New | +$677K | 0.05% | 358 |
|
|
2024
Q3 | – | Sell |
-7,400
| Closed | -$305K | – | 693 |
|
|
2024
Q2 | $305K | Hold |
7,400
| – | – | 0.03% | 514 |
|
|
2024
Q1 | $301K | Hold |
7,400
| – | – | 0.03% | 480 |
|
|
2023
Q4 | $258K | Hold |
7,400
| – | – | 0.03% | 514 |
|
|
2023
Q3 | $235K | Sell |
7,400
-700
| -9% | -$22.2K | 0.04% | 361 |
|
|
2023
Q2 | $242K | Buy |
+8,100
| New | +$242K | 0.08% | 225 |
|