CFA
SRF

Carroll Financial Associates’s THE CUSHING ROYALTY & INCOME FUND SRF Stock Holding History

Carroll Financial Associates’s Portfolio SRF Stock Details SRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
2020
Q1 		$0 Hold
2019
Q4 		$0 Hold
2019
Q3 		$0 Hold
2019
Q2 		$0 Hold
2019
Q1 		$1K Hold
2018
Q4 		$1K Hold
2018
Q3 		$1K Hold
2018
Q2 		$1K Hold
2018
Q1 		$1K Buy