Atria Wealth Solutions’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 | $268K | Sell |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $2.34M | Buy |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | $1.74M | Buy |
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|
2022
Q1 | $2.57M | Buy |
|