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Outlook Wealth Advisors, LLC → CRF
Outlook Wealth Advisors, LLC CRF Position History
Cornerstone Total Return Fund, Inc. • Financial Services
Quarters held
5
Latest value
$84K
Q3 2026
Peak value
$111K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $111K |
| Q4 2025 | $110K |
| Q1 2026 | $93K |
| Q2 2026 | $98K |
| Q3 2026 | $84K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $84K | 13.6K | — | — |
| Q2 2026 | $98K | 13.6K | — | — |
| Q1 2026 | $93K | 13.4K | — | — |
| Q4 2025 | $110K | 13.8K | — | — |
| Q3 2025 | $111K | 13.8K | — | — |