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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-600
Closed -$10.9K – 1320
2022
Q1 		$10.9K Buy
+600
New +$10.9K ﹤0.01% 816