Shepherd Financial Partners’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,790
Closed -$217K 172
2021
Q4
$217K Hold
2,790
0.04% 145
2021
Q3
$224K Hold
2,790
0.04% 143
2021
Q2
$226K Buy
+2,790
New +$226K 0.04% 141