Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2K | Hold |
150
| – | – | ﹤0.01% | 606 |
|
|
2025
Q1 | $7.44K | Hold |
150
| – | – | ﹤0.01% | 612 |
|
|
2024
Q4 | $6.98K | Hold |
150
| – | – | ﹤0.01% | 640 |
|
|
2024
Q3 | $6.33K | Hold |
150
| – | – | ﹤0.01% | 656 |
|
|
2024
Q2 | $6.18K | Sell |
150
-400
| -73% | -$16.5K | ﹤0.01% | 632 |
|
|
2024
Q1 | $22.3K | Hold |
550
| – | – | ﹤0.01% | 488 |
|
|
2023
Q4 | $19.2K | Hold |
550
| – | – | ﹤0.01% | 459 |
|
|
2023
Q3 | $17.4K | Sell |
550
-100
| -15% | -$3.17K | ﹤0.01% | 452 |
|
|
2023
Q2 | $19.4K | Hold |
650
| – | – | ﹤0.01% | 451 |
|
|
2023
Q1 | $18.4K | Hold |
650
| – | – | ﹤0.01% | 463 |
|
|
2022
Q4 | $18.6K | Hold |
650
| – | – | ﹤0.01% | 478 |
|
|
2022
Q3 | $16K | Hold |
650
| – | – | ﹤0.01% | 500 |
|
|
2022
Q2 | $15K | Hold |
650
| – | – | ﹤0.01% | 519 |
|
|
2022
Q1 | $18K | Buy |
+650
| New | +$18K | ﹤0.01% | 509 |
|