MSCM
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McElhenny Sheffield Capital Management’s Wheels Up UP Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio UP Stock Details UP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-800
Closed -$8.24K – 586
2022
Q4 		$8.24K Buy
+800
New +$8.24K ﹤0.01% 348