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A4 Wealth Advisors LLC CLM Position History
Cornerstone Strategic Investment Fund, Inc. • Financial Services
Quarters held
5
Latest value
$90K
Q3 2026
Peak value
$230K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $230K |
| Q4 2025 | $134K |
| Q1 2026 | $116K |
| Q2 2026 | $106K |
| Q3 2026 | $90K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $90K | 14.0K | — | — |
| Q2 2026 | $106K | 14.0K | — | — |
| Q1 2026 | $116K | 16.0K | — | — |
| Q4 2025 | $134K | 16.0K | — | — |
| Q3 2025 | $230K | 27.7K | — | — |
Other funds holding CLM
$4.8M