Vantage Financial Partners (Wisconsin)’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 | $176K | Sell |
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|
2025
Q2 | $174K | Sell |
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|
2025
Q1 | $186K | Buy |
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $232K | Buy |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $208K | Buy |
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|
2023
Q1 | $87.5K | Buy |
|