Creative Financial Designs’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 | $691K | Buy |
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|
2025
Q2 | $664K | Buy |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $681K | Sell |
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|
2024
Q2 | $694K | Buy |
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|
2024
Q1 | $666K | Buy |
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|
2023
Q4 | $617K | Buy |
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|
2023
Q3 | $601K | Buy |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $567K | Buy |
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|
2022
Q2 | $508K | Buy |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $355K | Buy |
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|
2021
Q3 | $183K | Buy |
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|
2021
Q2 | $162K | Buy |
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|
2021
Q1 | $154K | Buy |
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|
2020
Q4 | $119K | Buy |
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|
2020
Q3 | $110K | Buy |
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|
2020
Q2 | $99K | Buy |
|