Perennial Investment 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
$3.54M Buy
2025
Q1
$2.92M Buy
2024
Q4
$3.5M Buy
2024
Q3
$3.06M Sell
2024
Q2
$2.98M Buy
2024
Q1
$2.76M Buy
2023
Q4
$2.55M Buy
2023
Q3
$2.84M Sell
2023
Q2
$2.87M Sell
2023
Q1
$2.67M Buy