Regal Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-67
| Closed | -$10K | – | 1026 |
|
2014
Q3 | $10K | Hold |
67
| – | – | ﹤0.01% | 699 |
|
2014
Q2 | $10K | Hold |
67
| – | – | ﹤0.01% | 675 |
|
2014
Q1 | $9K | Hold |
67
| – | – | ﹤0.01% | 664 |
|
2013
Q4 | $9K | Hold |
67
| – | – | 0.01% | 611 |
|
2013
Q3 | $8K | Hold |
67
| – | – | ﹤0.01% | 650 |
|
2013
Q2 | $9K | Buy |
+67
| New | +$9K | 0.01% | 623 |
|