Blue Trust Inc’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,926
| Closed | -$51K | – | 2341 |
|
|
2023
Q2 | $51K | Hold |
4,926
| – | – | ﹤0.01% | 690 |
|
|
2023
Q1 | $50K | Hold |
4,926
| – | – | ﹤0.01% | 1040 |
|
|
2022
Q4 | $49K | Hold |
4,926
| – | – | ﹤0.01% | 929 |
|
|
2022
Q3 | $49K | Hold |
4,926
| – | – | ﹤0.01% | 763 |
|
|
2022
Q2 | $49K | Buy |
+4,926
| New | +$49K | ﹤0.01% | 691 |
|