AI
REFI
AdvisorShares Investments’s Chicago Atlantic Real Estate Finance REFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Sell |
52,011
-24,800
| -32% | -$346K | 0.13% | 86 |
|
|
2025
Q1 | $1.14M | Hold |
76,811
| – | – | 0.22% | 53 |
|
|
2024
Q4 | $1.18M | Sell |
76,811
-8,550
| -10% | -$132K | 0.23% | 44 |
|
|
2024
Q3 | $1.32M | Sell |
85,361
-16,000
| -16% | -$248K | 0.25% | 43 |
|
|
2024
Q2 | $1.52M | Buy |
101,361
+12,000
| +13% | +$180K | 0.27% | 44 |
|
|
2024
Q1 | $1.41M | Buy |
89,361
+10,000
| +13% | +$158K | 0.24% | 45 |
|
|
2023
Q4 | $1.28M | Sell |
79,361
-1,088
| -1% | -$17.6K | 0.3% | 39 |
|
|
2023
Q3 | $1.18M | Buy |
80,449
+5,040
| +7% | +$74.2K | 0.32% | 37 |
|
|
2023
Q2 | $1.14M | Hold |
75,409
| – | – | 0.33% | 36 |
|
|
2023
Q1 | $1.02M | Buy |
+75,409
| New | +$1.02M | 0.32% | 40 |
|