GPS Wealth Strategies Group’s Cornerstone Strategic Value Fund CLM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$65K Buy
8,010
+1,091
+16% +$8.86K 0.01% 582
2025
Q1
$50.6K Hold
6,919
0.01% 605
2024
Q4
$58.5K Hold
6,919
0.01% 548
2024
Q3
$52.3K Hold
6,919
0.01% 564
2024
Q2
$52.4K Hold
6,919
0.01% 526
2024
Q1
$51.2K Hold
6,919
0.01% 505
2023
Q4
$49K Hold
6,919
0.01% 495
2023
Q3
$54.8K Hold
6,919
0.01% 468
2023
Q2
$57.1K Buy
6,919
+900
+15% +$7.42K 0.01% 468
2023
Q1
$46.1K Buy
+6,019
New +$46.1K 0.01% 494