Allworth Financial’s Cornerstone Strategic Value Fund CLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Buy |
14,463
+13,832
| +2,192% | +$112K | ﹤0.01% | 1451 |
|
|
2025
Q1 | $4.34K | Sell |
631
-16
| -2% | -$110 | ﹤0.01% | 2836 |
|
|
2024
Q4 | $5.61K | Buy |
647
+10
| +2% | +$87 | ﹤0.01% | 2706 |
|
|
2024
Q3 | $4.82K | Buy |
637
+10
| +2% | +$76 | ﹤0.01% | 2578 |
|
|
2024
Q2 | $4.76K | Sell |
627
-384
| -38% | -$2.92K | ﹤0.01% | 2550 |
|
|
2024
Q1 | $7.48K | Buy |
+1,011
| New | +$7.48K | ﹤0.01% | 2232 |
|