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  Name: Cornerstone Retirement Group Inc.
  City: RENO
  State: NV
  Zip: 89521
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $349,760,000
  Total Value Change : $-12,062,000
  Securities Held Change : 8
   
All Securities Held : 33
  New Positions : 15
  Closed Positions : 7
  Increased Positions : 6
  Unchanged Positions : 5
  Decreased Positions : 7

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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 37 Closed $183.54 $0 0 0% -243,000 -1,867 0    Internet Software & S...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 36 Closed $177.81 $0 0 0% -283,000 -1,082 0    Auto Manufacturers
   (SO)1 Year Chart         SO Southern Co 35 Closed $79.19 $0 0 0% -252,000 -3,581 0    Electric Utilities
   (AGGY)1 Year Chart         AGGY Wisdomtree Trust 34 Closed $0.00 $0 0 0% -275,000 -6,372 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 40 Closed $468.84 $0 0 0% -439,000 -1,530 0    Internet Service Prov...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 39 Closed $43.36 $0 0 0% -240,000 -3,758 0    Drug Manufacturers - ...
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 38 Closed $51.11 $0 0 0% -419,000 -8,354 0    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
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