BWL
REFI

Bogart Wealth LLC’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Bogart Wealth LLC’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
Q2 		– Sell
-412
Closed -$6.49K – 1199
2024
Q1 		$6.49K Buy
412
+12
+3% +$189 ﹤0.01% 715
2023
Q4 		$6.47K Buy
+400
New +$6.47K ﹤0.01% 701