Commonwealth Equity Services’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 | $1.65M | Sell |
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|
2025
Q2 | $1.61M | Buy |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.59M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.09K | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.39M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $2.18M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $785K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2021
Q1 | $167K | Buy |
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|
2020
Q4 | $142K | Buy |
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|
2020
Q3 | $136K | Sell |
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|
2020
Q2 | $124K | Buy |
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|
2020
Q1 | $95K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $133K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $164K | Buy |
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|
2017
Q3 | $149K | Buy |
|