CWM
XFINU

Castle Wealth Management’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

Castle Wealth Management’s Portfolio XFINU Stock Details XFINU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$2K – 679
2022
Q3 		$2K Hold
200
– – ﹤0.01% 606
2022
Q2 		$2K Buy
+200
New +$2K ﹤0.01% 602