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 |
|