Meridian Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155K Buy
19,126
+8,966
+88% +$72.8K 0.01% 651
2025
Q1
$74.3K Buy
+10,160
New +$74.3K ﹤0.01% 608