Shepherd Financial Partners LLC Ishares Russell 1000 Val ETF Transaction History

Shepherd Financial Partners LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 31, 2020	SELL	N/A	-1,641 Closed	0 $0
Q3 2019 Nov 25, 2019	SELL	N/A	-273 Reduced 14.26%	1,641 $210,000
Q2 2019 Aug 05, 2019	SELL	N/A	-286 Reduced 13.0%	1,914 $244,000
Q1 2019 Apr 29, 2019	BUY	N/A	292 Added 15.3%	2,200 $272,000
Q4 2018 Feb 07, 2019	SELL	N/A	-36 Reduced 1.85%	1,908 $213,000

Q1 2018 May 01, 2018	SELL	N/A	-4 Reduced 0.21%	1,944 $233,000
Q4 2017 Feb 14, 2018	BUY	N/A	4 Added 0.21%	1,948 $241,000
Q3 2017 Nov 13, 2017	BUY	N/A	1,944	1,944 $233,000

1,635

251M

509K

50K

Get notified when there are updates to the investment portfolio of Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

Stay updated on Shepherd Financial Partners LLC with notifications on news.