SFA
Sequoia Financial Advisors’s Cornerstone Strategic Value Fund CLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Sell |
21,400
-600
| -3% | -$4.87K | ﹤0.01% | 1482 |
|
|
2025
Q1 | $163K | Buy |
22,000
+600
| +3% | +$4.46K | ﹤0.01% | 1282 |
|
|
2024
Q4 | $184K | Hold |
21,400
| – | – | ﹤0.01% | 1234 |
|
|
2024
Q3 | $164K | Buy |
+21,400
| New | +$164K | ﹤0.01% | 1183 |
|
|
2020
Q2 | – | Sell |
-38,954
| Closed | -$316K | – | 372 |
|
|
2020
Q1 | $316K | Buy |
+38,954
| New | +$316K | 0.02% | 260 |
|