SWM
FMO

Spire Wealth Management’s Fiduciary/Claymore Energy Infrastructure Fund FMO Stock Holding History

Spire Wealth Management’s Portfolio FMO Stock Details FMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,541
Closed -$16K – 2999
2021
Q4 		$16K Sell
1,541
-412
-21% -$4.28K ﹤0.01% 2214
2021
Q3 		$21K Buy
1,953
+412
+27% +$4.43K ﹤0.01% 1847
2021
Q2 		$19K Hold
1,541
– – ﹤0.01% 1905
2021
Q1 		$15K Buy
+1,541
New +$15K ﹤0.01% 2281