Mark Sheptoff Financial Planning’s Cornerstone Strategic Value Fund CLM Stock Holding History

Mark Sheptoff Financial Planning’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	$289K	Buy
2022 Q2	–	Sell
2022 Q1	$442K	Buy