CFA
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Cahill Financial Advisors’s Wheels Up UP Stock Holding History

Cahill Financial Advisors’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-258
Closed -$17K – 755
2021
Q3 		$17K Buy
+258
New +$17K ﹤0.01% 476