IFP Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $31.6K | Hold |
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|
2024
Q4 | $36.5K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $6K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $240K | Buy |
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|
2018
Q1 | $186K | Hold |
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|
2017
Q4 | $186K | Sell |
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|
2017
Q3 | $197K | Sell |
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|
2017
Q2 | $213K | Buy |
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|
2017
Q1 | $192K | Buy |
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|
2016
Q4 | $48K | Buy |
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|
2016
Q3 | $33K | Buy |
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|
2016
Q2 | $16K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2K | Buy |
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