MSCM
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McElhenny Sheffield Capital Management’s Upstart Holdings UPST Stock Holding History

McElhenny Sheffield Capital Management’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-74
Closed -$8.14K – 587
2022
Q4 		$8.14K Buy
+74
New +$8.14K ﹤0.01% 350