Wealth Enhancement Advisory Services’s Cornerstone Strategic Value Fund CLM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
31,100
+12,906
+71% +$106K ﹤0.01% 2751
2025
Q1
$133K Sell
18,194
-7,449
-29% -$54.5K ﹤0.01% 2685
2024
Q4
$217K Buy
25,643
+12,133
+90% +$103K ﹤0.01% 2612
2024
Q3
$102K Buy
+13,510
New +$102K ﹤0.01% 2526