LWM
FMO
LBA Wealth Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-515
| Closed | -$8K | – | 494 |
|
|
2016
Q3 | $8K | Hold |
515
| – | – | ﹤0.01% | 340 |
|
|
2016
Q2 | $7K | Hold |
515
| – | – | ﹤0.01% | 335 |
|
|
2016
Q1 | $6K | Sell |
515
-515
| -50% | -$6K | ﹤0.01% | 342 |
|
|
2015
Q4 | $13K | Hold |
1,030
| – | – | 0.01% | 278 |
|
|
2015
Q3 | $16K | Buy |
+1,030
| New | +$16K | 0.01% | 244 |
|