Prospera Financial Services’s Cornerstone Strategic Value Fund CLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $631K | Sell |
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|
2025
Q4 | $733K | Buy |
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|
2025
Q3 | $684K | Buy |
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|
2025
Q2 | $574K | Buy |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $480K | Buy |
|
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|
2024
Q3 | $361K | Hold |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $317K | Hold |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $347K | Sell |
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|
2023
Q1 | $522K | Buy |
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|
2022
Q4 | $468K | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $709K | Buy |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $206K | Hold |
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|
2021
Q3 | $185K | Buy |
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|
2021
Q2 | $128K | Buy |
|