Outlook Wealth Advisors’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 | $110K | Sell |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $123K | Hold |
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|
2024
Q3 | $115K | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $111K | Hold |
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|
2023
Q3 | $125K | Hold |
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|
2023
Q2 | $125K | Hold |
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|
2023
Q1 | $116K | Hold |
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|
2022
Q4 | $111K | Hold |
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|
2022
Q3 | $127K | Hold |
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|
2022
Q2 | $131K | Buy |
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|
2022
Q1 | $206K | Hold |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $195K | Hold |
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|
2021
Q2 | $179K | Buy |
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|
2021
Q1 | $154K | Hold |
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|
2020
Q4 | $132K | Hold |
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|
2020
Q3 | $128K | Hold |
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|
2020
Q2 | $117K | Buy |
|