Next Financial Group’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-200
| Closed | -$13K | – | 1551 |
|
|
2017
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 1129 |
|
|
2017
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 1209 |
|
|
2017
Q1 | $16K | Buy |
+200
| New | +$16K | ﹤0.01% | 1128 |
|
|
2014
Q4 | – | Sell |
-1,012
| Closed | -$144K | – | 2447 |
|
|
2014
Q3 | $144K | Hold |
1,012
| – | – | 0.03% | 549 |
|
|
2014
Q2 | $136K | Buy |
+1,012
| New | +$136K | 0.07% | 199 |
|