Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-150
| Closed | -$1K | – | 3534 |
|
|
2020
Q4 | $1K | Hold |
150
| – | – | ﹤0.01% | 2847 |
|
|
2020
Q3 | $1K | Hold |
150
| – | – | ﹤0.01% | 2714 |
|
|
2020
Q2 | $1K | Hold |
150
| – | – | ﹤0.01% | 2634 |
|
|
2020
Q1 | $0 | Hold |
150
| – | – | ﹤0.01% | 2776 |
|
|
2019
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 2270 |
|
|
2019
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 2216 |
|
|
2019
Q2 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 2138 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$9K | – | 2395 |
|
|
2018
Q3 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 1937 |
|