Covestor’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 | $1K | Sell |
67
-18
| -21% | -$269 | ﹤0.01% | 2076 |
|
|
2025
Q1 | $1K | Sell |
85
-14
| -14% | -$165 | ﹤0.01% | 2075 |
|
|
2024
Q4 | $2K | Sell |
99
-6
| -6% | -$121 | ﹤0.01% | 1931 |
|
|
2024
Q3 | $2K | Sell |
105
-48
| -31% | -$914 | ﹤0.01% | 1849 |
|
|
2024
Q2 | $2K | Buy |
153
+33
| +28% | +$431 | ﹤0.01% | 1882 |
|
|
2024
Q1 | $2K | Buy |
120
+118
| +5,900% | +$1.97K | ﹤0.01% | 1868 |
|
|
2023
Q4 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 2631 |
|
|
2023
Q3 | $0 | Sell |
1
-18
| -95% | – | ﹤0.01% | 2622 |
|
|
2023
Q2 | $0 | Sell |
19
-16
| -46% | – | ﹤0.01% | 2564 |
|
|
2023
Q1 | $0 | Hold |
35
| – | – | ﹤0.01% | 2491 |
|
|
2022
Q4 | $1K | Buy |
35
+3
| +9% | +$86 | ﹤0.01% | 1918 |
|
|
2022
Q3 | $0 | Buy |
+32
| New | – | ﹤0.01% | 2477 |
|