Shepherd Financial Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
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|
2025
Q1 | $2.34M | Buy |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $2.21M | Buy |
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|
2024
Q2 | $1.83M | Buy |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $376K | Sell |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $715K | Sell |
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|
2022
Q3 | $666K | Sell |
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|
2022
Q2 | $713K | Sell |
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|
2022
Q1 | $757K | Hold |
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|
2021
Q4 | $729K | Sell |
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|
2021
Q3 | $657K | Sell |
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|
2021
Q2 | $4.37M | Sell |
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|
2021
Q1 | $4.52M | Sell |
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|
2020
Q4 | $6.35M | Sell |
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|
2020
Q3 | $7.33M | Buy |
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