Next Financial Group’s Cornerstone Total Return Fund CRF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-332
| Closed | -$5K | – | 1939 |
|
|
2016
Q4 | $5K | Hold |
332
| – | – | ﹤0.01% | 1919 |
|
|
2016
Q3 | $5K | Buy |
+332
| New | +$5K | ﹤0.01% | 1916 |
|
|
2014
Q4 | – | Sell |
-332
| Closed | -$7K | – | 1959 |
|
|
2014
Q3 | $7K | Hold |
332
| – | – | ﹤0.01% | 1918 |
|
|
2014
Q2 | $7K | Buy |
+332
| New | +$7K | ﹤0.01% | 845 |
|