UBS Group’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,877
Closed -$41.3K 8793
2023
Q4
$41.3K Buy
3,877
+3,741
+2,751% +$39.8K ﹤0.01% 5452
2023
Q3
$1.45K Buy
136
+36
+36% +$383 ﹤0.01% 6787
2023
Q2
$1.04K Buy
+100
New +$1.04K ﹤0.01% 6943
2023
Q1
Sell
-2,249
Closed -$22.9K 9301
2022
Q4
$22.9K Sell
2,249
-1,304
-37% -$13.3K ﹤0.01% 6332
2022
Q3
$36K Buy
3,553
+1,685
+90% +$17.1K ﹤0.01% 5595
2022
Q2
$19K Buy
1,868
+497
+36% +$5.06K ﹤0.01% 5920
2022
Q1
$14K Sell
1,371
-103,122
-99% -$1.05M ﹤0.01% 6928
2021
Q4
$1.05M Buy
+104,493
New +$1.05M ﹤0.01% 3408