SMA
CFIVU
Sage Mountain Advisors’s CF Acquisition Corp. IV Unit CFIVU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,300
| Closed | -$182K | – | 353 |
|
|
2022
Q3 | $182K | Sell |
18,300
-71,317
| -80% | -$709K | 0.05% | 178 |
|
|
2022
Q2 | $883K | Sell |
89,617
-9,300
| -9% | -$91.6K | 0.16% | 108 |
|
|
2022
Q1 | $980K | Sell |
98,917
-1,783
| -2% | -$17.7K | 0.15% | 112 |
|
|
2021
Q4 | $1M | Sell |
100,700
-1,750
| -2% | -$17.4K | 0.12% | 137 |
|
|
2021
Q3 | $1.01M | Hold |
102,450
| – | – | 0.15% | 121 |
|
|
2021
Q2 | $1.03M | Sell |
102,450
-11,200
| -10% | -$112K | 0.17% | 107 |
|
|
2021
Q1 | $1.14M | Hold |
113,650
| – | – | 0.24% | 66 |
|
|
2020
Q4 | $1.17M | Buy |
+113,650
| New | +$1.17M | 0.38% | 36 |
|