EWA
REFI

EverSource Wealth Advisors’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

EverSource Wealth Advisors’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$93.8K Buy
6,722
+6,508
+3,041% +$90.9K ﹤0.01% 1236
2025
Q1 		$3.15K Buy
214
+194
+970% +$2.85K ﹤0.01% 2713
2024
Q4 		$308 Buy
+20
New +$308 ﹤0.01% 3341