SMA
XFINU

Sage Mountain Advisors’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

Sage Mountain Advisors’s Portfolio XFINU Stock Details XFINU Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
2022
Q2 		$193K Sell
2022
Q1 		$263K Sell
2021
Q4 		$422K Buy