Shepherd Financial Partners’s SPDR S&P Insurance ETF KIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-11,286	Closed	-$336K	–	114
2017 Q2	$336K	Sell	11,286 -18,132	-62%	-$540K	0.08%	90
2017 Q1	$835K	Sell	29,418 -1,452	-5%	-$41.2K	0.22%	62
2016 Q4	$856K	Buy	+30,870	New	+$856K	0.24%	61