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Summit Securities Group’s Cornerstone Strategic Value Fund CLM Stock Holding History

Summit Securities Group’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Hold
0
– – – 221
2019
Q3 		– Hold
0
– – – 163
2019
Q2 		– Hold
0
– – – 151
2019
Q1 		– Sell
-13,602
Closed -$150K – 124
2018
Q4 		$150K Buy
+13,602
New +$150K 0.01% 131