Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Sell |
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|
2021
Q3 | $2K | Sell |
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|
2021
Q2 | $44K | Sell |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $28K | Sell |
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|
2020
Q3 | $40K | Buy |
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|
2020
Q2 | $36K | Sell |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $234K | Sell |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $311K | Hold |
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|
2019
Q1 | $340K | Sell |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $443K | Sell |
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|
2018
Q2 | $447K | Hold |
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|
2018
Q1 | $403K | Sell |
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|
2017
Q4 | $513K | Sell |
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|
2017
Q3 | $516K | Sell |
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|
2017
Q2 | $584K | Sell |
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|
2017
Q1 | $671K | Sell |
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|
2016
Q4 | $642K | Sell |
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|
2016
Q3 | $822K | Sell |
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|
2016
Q2 | $753K | Sell |
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|
2016
Q1 | $629K | Sell |
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|
2015
Q4 | $767K | Sell |
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|
2015
Q3 | $1.11M | Buy |
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|
2015
Q1 | $1.89M | Sell |
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|
2014
Q4 | $1.9M | Sell |
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|
2014
Q3 | $2.08M | Sell |
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|
2014
Q2 | $2.1M | Buy |
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|
2014
Q1 | $1.83M | Sell |
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|
2013
Q4 | $1.86M | Buy |
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|
2013
Q3 | $1.76M | Buy |
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