Carson Wealth (CWM LLC)’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
Q4 | $2K | Hold |
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|
2025
Q3 | $2K | Hold |
|
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|
2025
Q2 | $2K | Sell |
|
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|
2025
Q1 | $2K | Hold |
|
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|
2024
Q4 | $2K | Hold |
|
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|
2024
Q3 | $2K | Hold |
|
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|
2024
Q2 | $2K | Hold |
|
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|
2024
Q1 | $2K | Hold |
|
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|
2023
Q4 | $2K | Sell |
|
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|
2023
Q3 | $58K | Hold |
|
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|
2023
Q2 | $58K | Hold |
|
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|
2023
Q1 | $54K | Buy |
|
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|
2022
Q4 | $2K | Hold |
|
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|
2022
Q3 | $2K | Hold |
|
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|
2022
Q2 | $2K | Sell |
|
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|
2022
Q1 | $41K | Hold |
|
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|
2021
Q4 | $40K | Buy |
|