AE Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$407K Buy
2025
Q1
Sell
2024
Q4
$173K Buy
2023
Q4
Sell
2023
Q3
$89.2K Buy