Shepherd Financial Partners’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Buy |
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|
2025
Q1 | $5.99M | Sell |
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|
2024
Q4 | $6.43M | Buy |
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|
2024
Q3 | $5.98M | Sell |
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|
2024
Q2 | $5.72M | Sell |
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|
2024
Q1 | $5.5M | Buy |
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|
2023
Q4 | $4.48M | Buy |
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|
2023
Q3 | $3.95M | Sell |
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|
2023
Q2 | $4.11M | Sell |
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|
2023
Q1 | $3.92M | Sell |
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|
2022
Q4 | $18.9M | Buy |
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|
2022
Q3 | $16.2M | Buy |
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|
2022
Q2 | $3.48M | Sell |
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|
2022
Q1 | $4.18M | Buy |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q3 | $3.77M | Sell |
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|
2021
Q2 | $3.77M | Sell |
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|
2021
Q1 | $3.64M | Sell |
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|
2020
Q4 | $12.8M | Sell |
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|
2020
Q3 | $25.7M | Sell |
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|
2020
Q2 | $25.8M | Buy |
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|
2020
Q1 | $21.4M | Sell |
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|
2019
Q4 | $37.4M | Sell |
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|
2019
Q3 | $42.6M | Sell |
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|
2019
Q2 | $68.3M | Buy |
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|
2019
Q1 | $63.7M | Buy |
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|
2018
Q4 | $55.8M | Buy |
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|
2018
Q3 | $56M | Sell |
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|
2018
Q2 | $56.2M | Buy |
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|
2018
Q1 | $53.4M | Buy |
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|
2017
Q4 | $52.3M | Sell |
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|
2017
Q3 | $52.2M | Sell |
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|
2017
Q2 | $50.5M | Buy |
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|
2017
Q1 | $45M | Buy |
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|
2016
Q4 | $39.2M | Buy |
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