Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,568
| Closed | -$101K | – | 201 |
|
|
2020
Q3 | $101K | Buy |
+11,568
| New | +$101K | 0.02% | 160 |
|
|
2019
Q2 | – | Sell |
-2,480
| Closed | -$119K | – | 199 |
|
|
2019
Q1 | $119K | Sell |
2,480
-18,520
| -88% | -$889K | 0.02% | 202 |
|
|
2018
Q4 | $919K | Buy |
+21,000
| New | +$919K | 0.2% | 66 |
|
|
2017
Q1 | – | Sell |
-9,361
| Closed | -$614K | – | 135 |
|
|
2016
Q4 | $614K | Buy |
+9,361
| New | +$614K | 0.17% | 90 |
|