Wedbush Securities’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 | $142K | Buy |
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|
2025
Q2 | $112K | Sell |
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|
2025
Q1 | $148K | Sell |
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|
2024
Q4 | $209K | Buy |
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|
2024
Q3 | $162K | Buy |
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|
2024
Q2 | $161K | Buy |
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|
2024
Q1 | $105K | Buy |
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|
2023
Q4 | $82K | Sell |
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|
2023
Q3 | $92K | Buy |
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|
2023
Q2 | $96K | Buy |
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|
2023
Q1 | $84K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $325K | Sell |
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|
2016
Q2 | $790K | Sell |
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|
2016
Q1 | $1.06M | Buy |
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|
2015
Q4 | $993K | Buy |
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|
2015
Q3 | $824K | Buy |
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|
2015
Q2 | $1.05M | Buy |
|