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Cornerstone Strategic Value shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Cornerstone Strategic Value (CLM) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

All positions including Cornerstone Strategic Value held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cornerstone Strategic Value by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $101k 14k 7.19
2023-09-30 $118k 15k 8.05
2023-06-30 $123k 15k 8.38
2023-03-31 $114k 15k 7.79
2022-12-31 $107k 15k 7.37
2022-09-30 $128k 15k 8.57
2022-06-30 $128k 15k 8.60

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

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