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J.W. Cole Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

J.W. Cole Advisors’s Portfolio CLM Stock Details CLM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Buy
205,931
+37,369
+22% +$303K 0.04% 486
2025
Q1 		$1.23M Buy
168,562
+33,602
+25% +$246K 0.04% 474
2024
Q4 		$1.14M Buy
134,960
+55,533
+70% +$470K 0.05% 380
2024
Q3 		$600K Buy
+79,427
New +$600K 0.03% 538