BWA
BlueChip Wealth Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
13,497
+409
| +3% | +$3.32K | 0.05% | 167 |
|
|
2025
Q1 | $97.2K | Hold |
13,088
| – | – | 0.05% | 151 |
|
|
2024
Q4 | $112K | Hold |
13,088
| – | – | 0.06% | 135 |
|
|
2024
Q3 | $101K | Hold |
13,088
| – | – | 0.05% | 151 |
|
|
2024
Q2 | $101K | Buy |
+13,088
| New | +$101K | 0.06% | 137 |
|