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KESTRA PRIVATE WEALTH SERVICES, LLC → CRF
KESTRA PRIVATE WEALTH SERVICES, LLC CRF Position History
Cornerstone Total Return Fund, Inc. • Financial Services
Quarters held
5
Latest value
$75K
Q3 2026
Peak value
$96K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $88K |
| Q4 2025 | $96K |
| Q1 2026 | $80K |
| Q2 2026 | $82K |
| Q3 2026 | $75K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $75K | 12.2K | — | — |
| Q2 2026 | $82K | 11.5K | — | — |
| Q1 2026 | $80K | 11.5K | — | — |
| Q4 2025 | $96K | 12.0K | — | — |
| Q3 2025 | $88K | 11.0K | — | — |