SlateStone Wealth’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 | – | Sell |
-12,416
| Closed | -$183K | – | 300 |
|
|
2025
Q1 | $183K | Hold |
12,416
| – | – | 0.02% | 274 |
|
|
2024
Q4 | $191K | Hold |
12,416
| – | – | 0.02% | 276 |
|
|
2024
Q3 | $193K | Hold |
12,416
| – | – | 0.02% | 279 |
|
|
2024
Q2 | $191K | Hold |
12,416
| – | – | 0.02% | 271 |
|
|
2024
Q1 | $196K | Hold |
12,416
| – | – | 0.02% | 270 |
|
|
2023
Q4 | $201K | Buy |
+12,416
| New | +$201K | 0.03% | 231 |
|