Planning Capital Management Corporation’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
2024
Q2
Sell
-2
Closed -$16 728
2024
Q1
$16 Buy
+2
New +$14 ﹤0.01% 650

Other funds holding CRF

Planning Capital Management Corporation's CRF Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of Cornerstone Total Return Fund (CRF) in Q2 2024, closing a stake of 2 shares — an estimated $16 sold.

Planning Capital Management Corporation first reported a position in CRF in Q1 2024 and held it in 1 quarter. The position peaked at $16 in Q1 2024. 53 funds tracked by Wall St. Rank hold CRF as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining Cornerstone Total Return Fund position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 2 Cornerstone Total Return Fund shares in Q2 2024, an estimated $16.
  • Planning Capital Management Corporation first reported a position in Cornerstone Total Return Fund in Q1 2024 and held it in 1 quarter.
  • Planning Capital Management Corporation's Cornerstone Total Return Fund position peaked at $16 in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.