SeaCrest Wealth Management’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
2025
Q2
$194K Buy
2025
Q1
$140K Sell
2024
Q4
$453K Sell
2024
Q3
$414K Buy
2024
Q2
$364K Buy
2024
Q1
$353K Buy
2023
Q4
$245K Buy
2023
Q3
$269K Buy
2023
Q2
$276K Buy
2023
Q1
$242K Buy
2021
Q4
Sell
2021
Q3
$370K Buy
2021
Q2
$307K Buy
2021
Q1
$208K Sell
2020
Q4
$185K Buy
2020
Q3
$147K Buy
2020
Q2
$114K Buy