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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$146K Buy
18,017
+1,234
+7% +$10K 0.04% 66
2025
Q1
$123K Buy
16,783
+5,323
+46% +$38.9K 0.04% 63
2024
Q4
$96.9K Buy
11,460
+1,055
+10% +$8.92K 0.03% 58
2024
Q3
$78.7K Buy
+10,405
New +$78.7K 0.03% 58