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Baystate Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Baystate Wealth Management’s Portfolio CLM Stock Details CLM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$3.66K Buy
+509
New +$3.66K ﹤0.01% 950
2017
Q3 		– Sell
-6,332
Closed -$95K – 657
2017
Q2 		$95K Buy
+6,332
New +$95K 0.02% 115