Plante Moran Financial Advisors’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
Q2
Sell
-8,923
Closed -$66K 801
2024
Q1
$66K Buy
+8,923
New +$66K 0.01% 298