SFP
Shepherd Financial Partners’s iShares Currency Hedged MSCI Emerging Markets HEEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-407,144
| Closed | -$10.8M | – | 115 |
|
|
2017
Q4 | $10.8M | Buy |
407,144
+7,573
| +2% | +$201K | 2.53% | 6 |
|
|
2017
Q3 | $10.5M | Buy |
399,571
+168,725
| +73% | +$4.45M | 2.45% | 6 |
|
|
2017
Q2 | $5.56M | Buy |
230,846
+20,154
| +10% | +$485K | 1.36% | 11 |
|
|
2017
Q1 | $4.81M | Buy |
210,692
+24,861
| +13% | +$568K | 1.25% | 13 |
|
|
2016
Q4 | $3.99M | Buy |
+185,831
| New | +$3.99M | 1.13% | 16 |
|