SIM
XFINU
Sandia Investment Management’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-139,891
| Closed | -$1.43M | – | 229 |
|
|
2022
Q4 | $1.43M | Sell |
139,891
-14,778
| -10% | -$151K | 0.25% | 86 |
|
|
2022
Q3 | $1.55M | Buy |
154,669
+100
| +0.1% | +$1K | 0.23% | 99 |
|
|
2022
Q2 | $1.54M | Buy |
154,569
+1,100
| +0.7% | +$11K | 0.21% | 113 |
|
|
2022
Q1 | $1.54M | Buy |
153,469
+4,200
| +3% | +$42.3K | 0.22% | 115 |
|
|
2021
Q4 | $1.52M | Buy |
+149,269
| New | +$1.52M | 0.25% | 95 |
|