GWMIA
Global Wealth Management Investment Advisory’s Cornerstone Strategic Value Fund CLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,470
| Closed | -$10.6K | – | 194 |
|
|
2023
Q4 | $10.6K | Hold |
1,470
| – | – | ﹤0.01% | 288 |
|
|
2023
Q3 | $11.8K | Hold |
1,470
| – | – | ﹤0.01% | 285 |
|
|
2023
Q2 | $12.3K | Buy |
+1,470
| New | +$12.3K | ﹤0.01% | 282 |
|
|
2022
Q3 | – | Sell |
-1,470
| Closed | -$13K | – | 203 |
|
|
2022
Q2 | $13K | Hold |
1,470
| – | – | ﹤0.01% | 265 |
|
|
2022
Q1 | $21K | Hold |
1,470
| – | – | 0.01% | 253 |
|
|
2021
Q4 | $21K | Hold |
1,470
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $19K | Hold |
1,470
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $17K | Hold |
1,470
| – | – | 0.01% | 255 |
|
|
2021
Q1 | $20K | Buy |
+1,470
| New | +$20K | 0.01% | 243 |
|