EFA
Evernest Financial Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,102
| Closed | -$190K | – | 153 |
|
|
2024
Q4 | $190K | Sell |
22,102
-12,149
| -35% | -$104K | 0.05% | 156 |
|
|
2024
Q3 | $263K | Buy |
34,251
+20,167
| +143% | +$155K | 0.07% | 138 |
|
|
2024
Q2 | $108K | Buy |
14,084
+640
| +5% | +$4.93K | 0.05% | 126 |
|
|
2024
Q1 | $96.4K | Buy |
+13,444
| New | +$96.4K | 0.05% | 123 |
|