Planning Capital Management Corporation’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
2024 Q3	$26.7K	Buy	3,537 +3,406	+2,600%	+$25.7K	0.02%	250
2024 Q2	$996	Sell	131 -2,418	-95%	-$18.4K	﹤0.01%	589
2024 Q1	$18.9K	Buy	2,549 +151	+6%	+$1.12K	0.01%	298
2023 Q4	$17K	Buy	+2,398	New	+$17K	0.01%	326