Aptus Capital Advisors’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
Q3 | $1.65M | Sell |
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|
2025
Q2 | $1.77M | Sell |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $872K | Buy |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $296K | Buy |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $197K | Buy |
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|
2022
Q2 | $184K | Buy |
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