U.S. Capital Wealth 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
2023
Q2
Sell
-13,112
Closed -$177K 684
2023
Q1
$177K Buy
13,112
+605
+5% +$8.17K 0.01% 606
2022
Q4
$188K Buy
12,507
+386
+3% +$5.82K 0.01% 617
2022
Q3
$175K Buy
12,121
+376
+3% +$5.43K 0.01% 600
2022
Q2
$177K Buy
+11,745
New +$177K 0.01% 625