Carson Wealth (CWM LLC)’s Chicago Atlantic Real Estate Finance REFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
1,205
+993
| +468% | +$14K | ﹤0.01% | 4011 |
|
|
2025
Q1 | $3K | Buy |
212
+35
| +20% | +$495 | ﹤0.01% | 4667 |
|
|
2024
Q4 | $3K | Sell |
177
-13
| -7% | -$220 | ﹤0.01% | 4446 |
|
|
2024
Q3 | $3K | Buy |
190
+149
| +363% | +$2.35K | ﹤0.01% | 4309 |
|
|
2024
Q2 | $1K | Sell |
41
-293
| -88% | -$7.15K | ﹤0.01% | 4462 |
|
|
2024
Q1 | $5K | Buy |
+334
| New | +$5K | ﹤0.01% | 3680 |
|
|
2023
Q1 | – | Sell |
-206
| Closed | -$3K | – | 4282 |
|
|
2022
Q4 | $3K | Hold |
206
| – | – | ﹤0.01% | 3442 |
|
|
2022
Q3 | $3K | Buy |
+206
| New | +$3K | ﹤0.01% | 3349 |
|