Portfolio (Quarterly)
Guide ↗
Buska Wealth Management, LLC
· CIK 0001910503| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | CRF | CORNERSTONE TOTAL RETURN FD | Financial Services | 24,761.0 | $178K | 0.06% | NEW | — | $7.18 | -10.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
69.4%
Industrials
10.3%
Technology
8.0%
Energy
3.2%
Utilities
3.1%
Communication Services
2.5%
Healthcare
2.3%
Consumer Defensive
1.2%