Cowen and Company’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,005
| Closed | -$111K | – | 643 |
|
|
2024
Q2 | $111K | Buy |
+10,005
| New | +$111K | ﹤0.01% | 242 |
|
|
2024
Q1 | – | Sell |
-103,188
| Closed | -$1.11M | – | 699 |
|
|
2023
Q4 | $1.11M | Buy |
103,188
+73,688
| +250% | +$789K | 0.07% | 145 |
|
|
2023
Q3 | $314K | Buy |
+29,500
| New | +$314K | 0.02% | 189 |
|
|
2023
Q1 | – | Sell |
-28,561
| Closed | -$293K | – | 650 |
|
|
2022
Q4 | $293K | Buy |
+28,561
| New | +$293K | 0.03% | 145 |
|