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

MinichMacGregor Wealth Management’s Portfolio CLM Stock Details CLM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,935
Closed -$14K – 189
2022
Q4 		$14K Buy
+1,935
New +$14K 0.01% 375