LPL Financial’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $46K | Sell |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $129K | Buy |
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|
2019
Q3 | $102K | Buy |
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|
2019
Q2 | $110K | Buy |
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|
2019
Q1 | $119K | Buy |
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|
2018
Q4 | $99K | Buy |
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|
2018
Q3 | $134K | Sell |
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|
2018
Q2 | $175K | Sell |
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|
2018
Q1 | $217K | Buy |
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|
2017
Q4 | $206K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $173K | Sell |
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|
2017
Q1 | $386K | Sell |
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|
2016
Q4 | $432K | Sell |
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|
2016
Q3 | $468K | Buy |
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|
2016
Q2 | $341K | Sell |
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|
2016
Q1 | $916K | Buy |
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|
2015
Q4 | $1.02M | Buy |
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|
2015
Q3 | $630K | Sell |
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|
2015
Q2 | $870K | Sell |
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|
2015
Q1 | $1.15M | Buy |
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|
2014
Q4 | $1.13M | Sell |
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|
2014
Q3 | $1.26M | Sell |
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|
2014
Q2 | $1.33M | Sell |
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|
2014
Q1 | $1.48M | Buy |
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|
2013
Q4 | $1.2M | Buy |
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|
2013
Q3 | $1.14M | Sell |
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|
2013
Q2 | $1.43M | Buy |
|