Marshall Financial Group (Maryland)’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
Q3 | $82.8K | Hold |
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|
2025
Q2 | $81.7K | Sell |
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|
2025
Q1 | $74.3K | Hold |
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|
2024
Q4 | $85.9K | Hold |
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|
2024
Q3 | $76.8K | Hold |
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|
2024
Q2 | $77K | Hold |
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|
2024
Q1 | $75.2K | Hold |
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|
2023
Q4 | $71.9K | Hold |
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|
2023
Q3 | $80.5K | Hold |
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|
2023
Q2 | $83.8K | Hold |
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|
2023
Q1 | $77.9K | Hold |
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|
2022
Q4 | $73.7K | Hold |
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|
2022
Q3 | $86K | Hold |
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|
2022
Q2 | $86K | Buy |
|