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Smallwood Wealth Investment Management, LLC → CRF
Smallwood Wealth Investment Management, LLC CRF Position History
Cornerstone Total Return Fund, Inc. • Financial Services
Quarters held
4
Latest value
$6K
Q3 2026
Peak value
$8K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8K |
| Q1 2026 | $7K |
| Q2 2026 | $7K |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 1.0K | — | — |
| Q2 2026 | $7K | 1.0K | — | — |
| Q1 2026 | $7K | 1.0K | — | — |
| Q4 2025 | $8K | 1.0K | — | — |