JPWM
REFI

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

Jamison Private 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
2024
Q4 		– Sell
-1,000
Closed – – 403
2024
Q3 		$0 Hold
1,000
– – ﹤0.01% 493
2024
Q2 		$0 Hold
1,000
– – ﹤0.01% 514
2024
Q1 		$0 Buy
+1,000
New – ﹤0.01% 517