BCWM
REFI

Bartlett & Co Wealth Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-600
Closed -$10.9K – 1320
2022
Q1 		$10.9K Buy
+600
New +$11.1K ﹤0.01% 816

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Bartlett & Co Wealth Management's REFI Position: Q2 2022 in Review

Bartlett & Co Wealth Management sold out of Chicago Atlantic Real Estate Finance (REFI) in Q2 2022, closing a stake of 600 shares — an estimated $10.9K sold.

Bartlett & Co Wealth Management first reported a position in REFI in Q1 2022 and held it in 1 quarter. The position peaked at $10.9K in Q1 2022. 41 funds tracked by Wall St. Rank hold REFI as of Q2 2022.

  • Bartlett & Co Wealth Management reported no remaining Chicago Atlantic Real Estate Finance position as of Q2 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 600 Chicago Atlantic Real Estate Finance shares in Q2 2022, an estimated $10.9K.
  • Bartlett & Co Wealth Management first reported a position in Chicago Atlantic Real Estate Finance in Q1 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Chicago Atlantic Real Estate Finance position peaked at $10.9K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2022, filed 14 Feb 2024.