WIM
REFI

Westside Investment Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Westside Investment 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
2025
Q2 		$6.98K Hold
500
– – ﹤0.01% 1077
2025
Q1 		$7.35K Hold
500
– – ﹤0.01% 730
2024
Q4 		$7.71K Hold
500
– – ﹤0.01% 720
2024
Q3 		$7.76K Buy
500
+200
+67% +$3.1K ﹤0.01% 720
2024
Q2 		$4.61K Hold
300
– – ﹤0.01% 773
2024
Q1 		$4.73K Buy
+300
New +$4.73K ﹤0.01% 732