PBMares Wealth Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $386K | Sell |
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|
2025
Q2 | $430K | Hold |
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|
2025
Q1 | $453K | Hold |
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|
2024
Q4 | $475K | Hold |
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|
2024
Q3 | $478K | Hold |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $486K | Sell |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $443K | Hold |
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|
2023
Q2 | $456K | Hold |
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|
2023
Q1 | $407K | Hold |
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|
2022
Q4 | $454K | Hold |
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|
2022
Q3 | $434K | Buy |
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|
2022
Q2 | $228K | Buy |
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