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Cornerstone Strategic Value shares owned by CWM

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by CWM from 13F filings

Historical chart of CWM investment in Cornerstone Strategic Value

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All positions including Cornerstone Strategic Value held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $621k 83k 7.52
2023-12-31 $2.0k 280 7.14
2022-09-30 $55k 6.4k 8.62
2022-06-30 $55k 6.4k 8.62
2022-03-31 $145k 10k 14.05
2021-12-31 $188k 13k 14.32

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Cornerstone Strategic Value

Alpine Partners VI
Advisor Group Holdings
Centaurus Financial
Thomas J. Herzfeld Advisors
Clough Capital Partners
OZ Management
Cable Car Capital
Significant Wealth Partners
Quarry
Raymond James & Associates
Atria Wealth Solutions
Ursa Fund Management
Baird Financial
Commonwealth Equity Services
Rivernorth Capital Management

View all funds holding Cornerstone Strategic Value