Spire Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-660
| Closed | -$6K | – | 2237 |
|
|
2022
Q2 | $6K | Sell |
660
-254
| -28% | -$2.31K | ﹤0.01% | 2064 |
|
|
2022
Q1 | $13K | Buy |
914
+660
| +260% | +$9.39K | ﹤0.01% | 1939 |
|
|
2021
Q4 | $4K | Hold |
254
| – | – | ﹤0.01% | 2612 |
|
|
2021
Q3 | $3K | Hold |
254
| – | – | ﹤0.01% | 2378 |
|
|
2021
Q2 | $3K | Hold |
254
| – | – | ﹤0.01% | 2406 |
|
|
2021
Q1 | $3K | Buy |
+254
| New | +$3K | ﹤0.01% | 2740 |
|