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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,541	Closed	-$16K	–	2999
2021 Q4	$16K	Sell	1,541 -412	-21%	-$4.49K	﹤0.01%	2214
2021 Q3	$21K	Buy	1,953 +412	+27%	+$4.51K	﹤0.01%	1847
2021 Q2	$19K	Hold	1,541	–	–	﹤0.01%	1905
2021 Q1	$15K	Buy	+1,541	New	+$12.7K	﹤0.01%	2281

Spire Wealth Management's FMO Position: Q1 2022 in Review

Spire Wealth Management sold out of Fiduciary/Claymore Energy Infrastructure Fund (FMO) in Q1 2022, closing a stake of 1,541 shares — an estimated $16K sold.

Spire Wealth Management first reported a position in FMO in Q1 2021 and held it in 4 quarters. The position peaked at $21K in Q3 2021. 0 funds tracked by Wall St. Rank hold FMO as of Q1 2022.

Spire Wealth Management reported no remaining Fiduciary/Claymore Energy Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 1,541 Fiduciary/Claymore Energy Infrastructure Fund shares in Q1 2022, an estimated $16K.
Spire Wealth Management first reported a position in Fiduciary/Claymore Energy Infrastructure Fund in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's Fiduciary/Claymore Energy Infrastructure Fund position peaked at $21K in Q3 2021.
0 funds tracked by Wall St. Rank held Fiduciary/Claymore Energy Infrastructure Fund as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.