Chicago Partners Investment Group’s Cornerstone Strategic Value Fund CLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Sell |
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|
2025
Q2 | $213K | Sell |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $271K | Sell |
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|
2024
Q3 | $247K | Buy |
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|
2024
Q2 | $199K | Sell |
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|
2024
Q1 | $189K | Sell |
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|
2023
Q4 | $189K | Sell |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $181K | Buy |
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|
2022
Q3 | $150K | Buy |
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|
2022
Q2 | $115K | Buy |
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