SFP
Shepherd Financial Partners’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,251
| Closed | -$274K | – | 130 |
|
|
2018
Q4 | $274K | Sell |
4,251
-29,910
| -88% | -$1.93M | 0.06% | 110 |
|
|
2018
Q3 | $2.45M | Sell |
34,161
-33
| -0.1% | -$2.36K | 0.55% | 28 |
|
|
2018
Q2 | $2.45M | Buy |
34,194
+4,318
| +14% | +$309K | 0.55% | 28 |
|
|
2018
Q1 | $2.2M | Buy |
29,876
+1,391
| +5% | +$103K | 0.54% | 30 |
|
|
2017
Q4 | $2.14M | Buy |
+28,485
| New | +$2.14M | 0.5% | 36 |
|