W.R. Berkley Corp’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-164,639
| Closed | -$1.82M | – | 169 |
|
|
2024
Q2 | $1.82M | Hold |
164,639
| – | – | 0.08% | 106 |
|
|
2024
Q1 | $1.8M | Buy |
+164,639
| New | +$1.8M | 0.1% | 110 |
|
|
2022
Q3 | – | Sell |
-332,958
| Closed | -$3.31M | – | 524 |
|
|
2022
Q2 | $3.31M | Hold |
332,958
| – | – | 0.16% | 113 |
|
|
2022
Q1 | $3.32M | Hold |
332,958
| – | – | 0.17% | 123 |
|
|
2021
Q4 | $3.27M | Buy |
+332,958
| New | +$3.27M | 0.18% | 126 |
|