WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-82
| Closed | -$6K | – | 1708 |
|
|
2016
Q4 | $6K | Buy |
+82
| New | +$6K | ﹤0.01% | 1233 |
|
|
2015
Q1 | – | Sell |
-40
| Closed | -$5K | – | 2113 |
|
|
2014
Q4 | $5K | Sell |
40
-20
| -33% | -$2.5K | ﹤0.01% | 1645 |
|
|
2014
Q3 | $9K | Hold |
60
| – | – | ﹤0.01% | 1521 |
|
|
2014
Q2 | $9K | Hold |
60
| – | – | ﹤0.01% | 1518 |
|
|
2014
Q1 | $8K | Hold |
60
| – | – | ﹤0.01% | 1521 |
|
|
2013
Q4 | $8K | Hold |
60
| – | – | ﹤0.01% | 1650 |
|
|
2013
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 1651 |
|
|
2013
Q2 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 1547 |
|