Cornerstone Wealth Management’s Climb Global Solutions CLMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-268,156
| Closed | -$19.2M | – | 472 |
|
|
2018
Q3 | $19.2M | Buy |
+268,156
| New | +$19.2M | 0.24% | 102 |
|
|
2017
Q4 | – | Sell |
-19,154
| Closed | -$268K | – | 403 |
|
|
2017
Q3 | $268K | Buy |
19,154
+2,446
| +15% | +$34.2K | 0.06% | 302 |
|
|
2017
Q2 | $295K | Buy |
16,708
+2,446
| +17% | +$43.2K | 0.07% | 287 |
|
|
2017
Q1 | $260K | Buy |
14,262
+2,452
| +21% | +$44.7K | 0.06% | 276 |
|
|
2016
Q4 | $211K | Buy |
11,810
+1,712
| +17% | +$30.6K | 0.07% | 263 |
|
|
2016
Q3 | $180K | Buy |
+10,098
| New | +$180K | 0.07% | 263 |
|