AssetMark Inc’s Cornerstone Strategic Value Fund CLM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16K Sell
1,971
-4,362
-69% -$35.4K ﹤0.01% 1858
2025
Q1
$46.3K Sell
6,333
-763
-11% -$5.58K ﹤0.01% 1459
2024
Q4
$60K Buy
+7,096
New +$60K ﹤0.01% 1381