Nisa Investment Advisors’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 | $107K | Sell |
7,406
-11,285
| -60% | -$164K | ﹤0.01% | 1371 |
|
|
2025
Q1 | $284K | Buy |
18,691
+13,511
| +261% | +$205K | ﹤0.01% | 1141 |
|
|
2024
Q4 | $83.2K | Hold |
5,180
| – | – | ﹤0.01% | 1524 |
|
|
2024
Q3 | $83.1K | Sell |
5,180
-1,394
| -21% | -$22.4K | ﹤0.01% | 1499 |
|
|
2024
Q2 | $104K | Sell |
6,574
-2,500
| -28% | -$39.6K | ﹤0.01% | 1469 |
|
|
2024
Q1 | $147K | Hold |
9,074
| – | – | ﹤0.01% | 1382 |
|
|
2023
Q4 | $147K | Buy |
9,074
+2,500
| +38% | +$40.5K | ﹤0.01% | 1352 |
|
|
2023
Q3 | $96.8K | Sell |
6,574
-2,560
| -28% | -$37.7K | ﹤0.01% | 1510 |
|
|
2023
Q2 | $138K | Buy |
9,134
+1,190
| +15% | +$18K | ﹤0.01% | 1422 |
|
|
2023
Q1 | $107K | Buy |
7,944
+2,500
| +46% | +$33.7K | ﹤0.01% | 1488 |
|
|
2022
Q4 | $82K | Hold |
5,444
| – | – | ﹤0.01% | 1624 |
|
|
2022
Q3 | $78K | Buy |
5,444
+3,444
| +172% | +$49.3K | ﹤0.01% | 1586 |
|
|
2022
Q2 | $30K | Hold |
2,000
| – | – | ﹤0.01% | 1914 |
|
|
2022
Q1 | $35K | Buy |
+2,000
| New | +$35K | ﹤0.01% | 1936 |
|