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Concurrent Investment Advisors, LLC → CRF
Concurrent Investment Advisors, LLC CRF Position History
Cornerstone Total Return Fund, Inc. • Financial Services
Quarters held
2
Latest value
$72K
Q3 2026
Peak value
$81K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $81K |
| Q3 2026 | $72K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $72K | 11.7K | — | — |
| Q2 2026 | $81K | 11.3K | — | — |