Dakota Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,298
| Closed | -$215K | – | 770 |
|
|
2023
Q4 | $215K | Buy |
13,298
+25
| +0.2% | +$404 | 0.01% | 591 |
|
|
2023
Q3 | $195K | Sell |
13,273
-14,977
| -53% | -$220K | 0.01% | 602 |
|
|
2023
Q2 | $428K | Sell |
28,250
-475
| -2% | -$7.2K | 0.02% | 407 |
|
|
2023
Q1 | $388K | Sell |
28,725
-7,938
| -22% | -$107K | 0.03% | 411 |
|
|
2022
Q4 | $553K | Buy |
+36,663
| New | +$553K | 0.04% | 329 |
|