Sound Income Strategies’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
Q3 | $41.2K | Hold |
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|
2025
Q2 | $39.5K | Sell |
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|
2025
Q1 | $36.1K | Hold |
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|
2024
Q4 | $41.8K | Hold |
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|
2024
Q3 | $37.4K | Hold |
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|
2024
Q2 | $37.5K | Buy |
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|
2024
Q1 | $9.96K | Hold |
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|
2023
Q4 | $9.53K | Hold |
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|
2023
Q3 | $10.7K | Hold |
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|
2023
Q2 | $11.1K | Hold |
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|
2023
Q1 | $10.3K | Hold |
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|
2022
Q4 | $9.77K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $19K | Hold |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $17.8K | Hold |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $16K | Hold |
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|
2018
Q4 | $15K | Buy |
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