CIBC Private Wealth Group’s Cornerstone Strategic Value Fund CLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,134
| Closed | -$16.1K | – | 3018 |
|
|
2024
Q3 | $16.1K | Hold |
2,134
| – | – | ﹤0.01% | 2249 |
|
|
2024
Q2 | $16.3K | Buy |
+2,134
| New | +$16.3K | ﹤0.01% | 2110 |
|
|
2022
Q4 | – | Sell |
-10,719
| Closed | -$90K | – | 871 |
|
|
2022
Q3 | $90K | Hold |
10,719
| – | – | ﹤0.01% | 879 |
|
|
2022
Q2 | $91K | Buy |
+10,719
| New | +$91K | ﹤0.01% | 933 |
|
|
2018
Q1 | – | Sell |
-549
| Closed | -$8K | – | 1954 |
|
|
2017
Q4 | $8K | Buy |
+549
| New | +$8K | ﹤0.01% | 1598 |
|