MAI Capital Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

MAI Capital Management’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
2025 Q3	$7.94K	Sell
2025 Q2	$161K	Buy
2025 Q1	$138K	Buy
2024 Q4	$151K	Buy