Steward Partners Investment Advisory’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 | $4 | Hold |
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|
2025
Q2 | $4 | Sell |
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|
2025
Q1 | $87.4K | Buy |
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|
2024
Q4 | $96.8K | Sell |
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|
2024
Q3 | $377K | Buy |
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|
2024
Q2 | $371K | Buy |
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|
2024
Q1 | $353K | Buy |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $277K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $7K | Hold |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $8K | Buy |
|