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BIP Wealth’s Cornerstone Strategic Value Fund CLM Stock Holding History

BIP Wealth’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,256
Closed -$119K – 280
2025
Q1 		$119K Hold
16,256
– – 0.01% 270
2024
Q4 		$137K Buy
+16,256
New +$137K 0.01% 267