HIA
CLM icon

Harbor Investment Advisory’s Cornerstone Strategic Value Fund CLM Stock Holding History

Harbor Investment Advisory’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$84.7K Hold
11,204
– – 0.01% 607
2026
Q1 		$81.6K Hold
11,204
– – 0.01% 546
2025
Q4 		$93.7K Hold
11,204
– – 0.01% 527
2025
Q3 		$92.8K Hold
11,204
– – 0.01% 513
2025
Q2 		$91K Sell
11,204
-179
-2% -$1.32K 0.01% 507
2025
Q1 		$83.2K Hold
11,383
– – 0.01% 511
2024
Q4 		$96.2K Hold
11,383
– – 0.01% 464
2024
Q3 		$86K Hold
11,383
– – 0.01% 488
2024
Q2 		$86.3K Hold
11,383
– – 0.01% 474
2024
Q1 		$84.3K Buy
11,383
+735
+7% +$5.24K 0.01% 480
2023
Q4 		$75.4K Hold
10,648
– – 0.01% 478
2023
Q3 		$84.4K Hold
10,648
– – 0.01% 433
2023
Q2 		$87.8K Hold
10,648
– – 0.01% 541
2023
Q1 		$81.6K Hold
10,648
– – 0.01% 558
2022
Q4 		$77.2K Hold
10,648
– – 0.01% 555
2022
Q3 		$90K Hold
10,648
– – 0.01% 499
2022
Q2 		$90K Buy
10,648
+3,079
+41% +$33K 0.01% 526
2022
Q1 		$105K Hold
7,569
– – 0.01% 523
2021
Q4 		$106K Buy
7,569
+203
+3% +$2.75K 0.01% 519
2021
Q3 		$93K Hold
7,366
– – 0.01% 545
2021
Q2 		$84K Buy
7,366
+5,334
+263% +$62.5K 0.01% 548
2021
Q1 		$27K Hold
2,032
– – ﹤0.01% 823
2020
Q4 		$23K Buy
+2,032
New +$22.5K ﹤0.01% 800

Other funds holding CLM

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return