BWP
REFI

Baldwin Wealth Partners’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Baldwin Wealth Partners’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,396
Closed -$22.3K – 829
2024
Q3 		$22.3K Buy
+1,396
New +$22.3K ﹤0.01% 681