Householder Group Estate & Retirement Specialist’s Cornerstone Strategic Value Fund CLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,561	Closed	-$102K	–	659
2024 Q3	$102K	Buy	13,561 +8,898	+191%	+$66.9K	0.03%	353
2024 Q2	$35K	Buy	4,663 +1,574	+51%	+$11.8K	0.01%	549
2024 Q1	$22.9K	Buy	+3,089	New	+$22.9K	0.01%	653