SWP
CRF

Significant Wealth Partners’s Cornerstone Total Return Fund CRF Stock Holding History

Significant Wealth Partners’s Portfolio CRF Stock Details CRF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-530,604
Closed -$3.98M – 87
2024
Q1 		$3.98M Buy
530,604
+72,658
+16% +$546K 2.62% 4
2023
Q4 		$3.23M Buy
+457,946
New +$3.23M 2.35% 8