Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $103K | Sell |
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|
2019
Q4 | $156K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $68K | Buy |
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|
2017
Q1 | $61K | Sell |
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|
2016
Q4 | $88K | Buy |
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|
2016
Q3 | $68K | Sell |
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|
2016
Q2 | $77K | Buy |
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|
2016
Q1 | $27K | Buy |
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|
2015
Q4 | $21K | Buy |
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|
2015
Q3 | $19K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $32K | Sell |
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|
2014
Q4 | $60K | Buy |
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|
2014
Q3 | $32K | Buy |
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|
2014
Q2 | $32K | Buy |
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|
2014
Q1 | $30K | Buy |
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|
2013
Q4 | $2K | Sell |
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|
2013
Q3 | $100K | Hold |
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|
2013
Q2 | $105K | Buy |
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