QWM
REFI

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

QP 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
2023
Q1 		– Sell
-58,738
Closed -$885K – 72
2022
Q4 		$885K Buy
+58,738
New +$885K 1.38% 29