MSCM
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McElhenny Sheffield Capital Management’s Unity U Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-327
Closed -$9.35K – 581
2022
Q4 		$9.35K Buy
+327
New +$9.35K ﹤0.01% 343