Clear Street’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,674
Closed -$73.1K 773
2024
Q2
$73.1K Hold
6,674
﹤0.01% 172
2024
Q1
$71.7K Buy
6,674
+2,681
+67% +$28.8K ﹤0.01% 152
2023
Q4
$42.7K Sell
3,993
-2,177
-35% -$23.3K ﹤0.01% 171
2023
Q3
$65.7K Buy
6,170
+1,030
+20% +$11K ﹤0.01% 197
2023
Q2
$53.7K Sell
5,140
-24,203
-82% -$253K ﹤0.01% 305
2023
Q1
$305K Buy
+29,343
New +$305K 0.01% 82