Chicago Partners Investment Group’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
Q3 | $497K | Sell |
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|
2025
Q2 | $595K | Sell |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $687K | Buy |
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|
2024
Q3 | $616K | Buy |
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|
2024
Q2 | $537K | Sell |
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|
2024
Q1 | $514K | Buy |
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|
2023
Q4 | $404K | Buy |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $520K | Buy |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $105K | Buy |
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