Park Square Financial Group’s Cornerstone Strategic Value Fund CLM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$46.2K Sell
5,695
-91
-2% -$739 0.03% 310
2025
Q1
$42.3K Hold
5,786
0.03% 291
2024
Q4
$48.9K Buy
+5,786
New +$48.9K 0.03% 271