Wealth Enhancement Advisory Services
CLM icon

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

Wealth Enhancement Advisory Services’s Portfolio CLM Stock Details CLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$180K Sell
23,533
-490
-2% -$3.69K ﹤0.01% 3626
2026
Q1 		$176K Sell
24,023
-10,016
-29% -$78.7K ﹤0.01% 3180
2025
Q4 		$288K Buy
34,039
+4,890
+17% +$40.4K ﹤0.01% 2960
2025
Q3 		$245K Sell
29,149
-1,951
-6% -$15.9K ﹤0.01% 2953
2025
Q2 		$256K Buy
31,100
+12,906
+71% +$95.2K ﹤0.01% 2769
2025
Q1 		$133K Sell
18,194
-7,449
-29% -$61.3K ﹤0.01% 2709
2024
Q4 		$217K Buy
25,643
+12,133
+90% +$100K ﹤0.01% 2636
2024
Q3 		$102K Buy
+13,510
New +$101K ﹤0.01% 2556

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IFG
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EMAM
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MCP
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CA
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PFS
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DAS
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FWP
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SWM
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BWM
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