Kestra Private Wealth Services’s Cornerstone Strategic Value Fund CLM Stock Holding History

Kestra Private Wealth Services’s Portfolio CLM Stock Details CLM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$222K	Buy
2025 Q2	$197K	Buy
2025 Q1	$151K	Buy
2024 Q4	$143K	Buy
2024 Q3	$121K	Buy
2024 Q2	$113K	Buy
2021 Q2	–	Sell
2021 Q1	$197K	Buy