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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-19,400
Closed -$193K – 439
2022
Q2 		$193K Sell
19,400
-7,000
-27% -$69.6K 0.03% 438
2022
Q1 		$263K Sell
26,400
-15,600
-37% -$155K 0.04% 408
2021
Q4 		$422K Buy
+42,000
New +$422K 0.05% 347