SIA
XFINU
Schechter Investment Advisors’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 |
-18,820
| Closed | -$192K | – | 759 |
|
|
2022
Q4 | $192K | Hold |
18,820
| – | – | 0.02% | 767 |
|
|
2022
Q3 | $188K | Sell |
18,820
-10
| -0.1% | -$100 | 0.02% | 849 |
|
|
2022
Q2 | $188K | Sell |
18,830
-1,740
| -8% | -$17.4K | 0.02% | 852 |
|
|
2022
Q1 | $205K | Hold |
20,570
| – | – | 0.02% | 831 |
|
|
2021
Q4 | $207K | Buy |
+20,570
| New | +$207K | 0.02% | 786 |
|