AE Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
+50,164
| New | +$407K | ﹤0.01% | 998 |
|
|
2025
Q1 | – | Sell |
-20,467
| Closed | -$173K | – | 2166 |
|
|
2024
Q4 | $173K | Buy |
+20,467
| New | +$173K | ﹤0.01% | 1305 |
|
|
2023
Q4 | – | Sell |
-11,252
| Closed | -$89.2K | – | 2066 |
|
|
2023
Q3 | $89.2K | Buy |
+11,252
| New | +$89.2K | ﹤0.01% | 1845 |
|