MSWA
CRF

Marshall & Sterling Wealth Advisors’s Cornerstone Total Return Fund CRF Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio CRF Stock Details CRF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.3K Sell
3,000
-60
-2% -$465 0.02% 246
2025
Q1 		$21.5K Hold
3,060
– – 0.01% 241
2024
Q4 		$26.1K Buy
+3,060
New +$26.1K 0.02% 175