Back to CLM
KESTRA PRIVATE WEALTH SERVICES, LLC → CLM
KESTRA PRIVATE WEALTH SERVICES, LLC CLM Position History
Cornerstone Strategic Investment Fund, Inc. • Financial Services
Quarters held
5
Latest value
$166K
Q3 2026
Peak value
$222K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $222K |
| Q4 2025 | $208K |
| Q1 2026 | $188K |
| Q2 2026 | $199K |
| Q3 2026 | $166K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $166K | 25.9K | — | — |
| Q2 2026 | $199K | 26.3K | — | — |
| Q1 2026 | $188K | 25.8K | — | — |
| Q4 2025 | $208K | 24.9K | — | — |
| Q3 2025 | $222K | 26.8K | — | — |
Other funds holding CLM
$4.8M