Avantax Advisory Services’s Cornerstone Strategic Value Fund CLM Stock Holding History

Avantax Advisory Services’s Portfolio CLM Stock Details CLM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$681K	Buy
2024 Q2	–	Sell
2024 Q1	$105K	Hold
2023 Q4	$101K	Sell
2023 Q3	$118K	Buy
2023 Q2	$123K	Buy
2023 Q1	$114K	Buy
2022 Q4	$107K	Sell
2022 Q3	$128K	Buy
2022 Q2	$128K	Buy