RWM
REFI

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

Ritholtz 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
Q2 		– Sell
-12,023
Closed -$190K – 858
2024
Q1 		$190K Buy
12,023
+525
+5% +$8.28K 0.01% 746
2023
Q4 		$186K Buy
11,498
+186
+2% +$3.01K 0.01% 707
2023
Q3 		$167K Buy
11,312
+660
+6% +$9.72K 0.01% 655
2023
Q2 		$161K Buy
+10,652
New +$161K 0.01% 635