Atria Wealth Solutions’s Cornerstone Total Return Fund CRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
|
|||||
|
2025
Q1 | $1.2M | Sell |
|
|||||
|
2024
Q4 | $1.46M | Buy |
|
|||||
|
2024
Q3 | $1.28M | Sell |
|
|||||
|
2024
Q2 | $1.36M | Buy |
|
|||||
|
2024
Q1 | $1.27M | Buy |
|
|||||
|
2023
Q4 | $1.19M | Sell |
|
|||||
|
2023
Q3 | $1.4M | Sell |
|
|||||
|
2023
Q2 | $1.73M | Buy |
|
|||||
|
2023
Q1 | $1.41M | Buy |
|
|||||
|
2022
Q4 | $1.27M | Buy |
|
|||||
|
2022
Q3 | $1.37M | Buy |
|
|||||
|
2022
Q2 | $1.3M | Buy |
|
|||||
|
2022
Q1 | $2.17M | Buy |
|