Grimes & Company’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
Q2 | – | Sell |
|
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|
2025
Q1 | $188K | Buy |
|
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|
2024
Q4 | $222K | Buy |
|
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|
2024
Q3 | $197K | Buy |
|
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|
2024
Q2 | $185K | Buy |
|
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|
2024
Q1 | $170K | Buy |
|
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|
2023
Q4 | $150K | Buy |
|
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|
2023
Q3 | $162K | Buy |
|
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|
2023
Q2 | $157K | Buy |
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|
2023
Q1 | $138K | Buy |
|
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|
2022
Q4 | $125K | Buy |
|
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|
2022
Q3 | $132K | Buy |
|