WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-40
| Closed | -$1.62K | – | 1168 |
|
|
2024
Q1 | $1.62K | Buy |
+40
| New | +$1.62K | ﹤0.01% | 906 |
|
|
2023
Q4 | – | Sell |
-40
| Closed | -$1.27K | – | 385 |
|
|
2023
Q3 | $1.27K | Hold |
40
| – | – | ﹤0.01% | 824 |
|
|
2023
Q2 | $1.19K | Hold |
40
| – | – | ﹤0.01% | 819 |
|
|
2023
Q1 | $1.13K | Buy |
+40
| New | +$1.13K | ﹤0.01% | 828 |
|