Perennial Investment Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History

Perennial Investment Advisors’s Portfolio CLM Stock Details CLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.66M	Buy
2025 Q1	$3.25M	Buy
2024 Q4	$3.73M	Buy
2024 Q3	$3.15M	Buy
2024 Q2	$3.03M	Buy
2024 Q1	$2.86M	Buy
2023 Q4	$2.7M	Buy
2023 Q3	$2.97M	Buy
2023 Q2	$2.92M	Sell
2023 Q1	$2.75M	Buy