Valeo 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-68
| Closed | -$1K | – | 1983 |
|
2020
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 1591 |
|
2019
Q4 | $3K | Hold |
68
| – | – | ﹤0.01% | 1369 |
|
2019
Q3 | $3K | Sell |
68
-40
| -37% | -$1.77K | ﹤0.01% | 1301 |
|
2019
Q2 | $5K | Hold |
108
| – | – | ﹤0.01% | 1195 |
|
2019
Q1 | $5K | Hold |
108
| – | – | ﹤0.01% | 1148 |
|
2018
Q4 | $4K | Buy |
108
+28
| +35% | +$1.04K | ﹤0.01% | 1124 |
|
2018
Q3 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 1252 |
|