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Cornerstone Strategic Value shares owned by Retirement Group

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

Historical chart of Retirement Group investment in Cornerstone Strategic Value

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cornerstone Strategic Value by Retirement Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $34k 4.8k 7.19
2023-09-30 $38k 4.8k 8.05

More positions owned by Retirement Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Chevron Corporation (CVX)
Caterpillar (CAT)
Vanguard Index Fds Value Etf (VTV)
Jefferies Finl Group (JEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Retirement Group

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