Stratos Wealth Partners’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
$4.21M Sell
2025
Q2
$4.45M Buy
2025
Q1
$2.72M Buy
2024
Q4
$310K Buy
2018
Q4
Sell
2018
Q3
$16K Buy
2018
Q2
Sell
2018
Q1
$18K Hold
2017
Q4
$18K Buy