HWM
REFI

HB Wealth Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

HB Wealth Management’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 		$174K Buy
12,437
+19
+0.2% +$265 ﹤0.01% 1098
2025
Q1 		$183K Hold
12,418
– – ﹤0.01% 1125
2024
Q4 		$191K Buy
+12,418
New +$191K ﹤0.01% 973
2022
Q4 		– Sell
-20,000
Closed -$288K – 699
2022
Q3 		$288K Buy
+20,000
New +$288K 0.01% 448