Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Aug 05, 2020

SELL
N/A
-13,793 Closed
0 $0
Q1 2020

May 07, 2020

SELL
N/A
-59,000 Reduced 81.05%
13,793 $48,000
Q3 2019

Nov 25, 2019

BUY
N/A
12,925 Added 21.59%
72,793 $665,000
Q2 2019

Aug 05, 2019

SELL
N/A
-300 Reduced 0.5%
59,868 $590,000
Q1 2019

Apr 29, 2019

BUY
N/A
48 Added 0.08%
60,168 $603,000
Q4 2018

Feb 07, 2019

SELL
N/A
-219 Reduced 0.36%
60,120 $525,000
Q1 2018

May 01, 2018

SELL
N/A
-2,363 Reduced 3.77%
60,339 $565,000
Q4 2017

Feb 14, 2018

SELL
N/A
-66,590 Reduced 51.5%
62,702 $676,000
Q3 2017

Nov 13, 2017

BUY
N/A
129,292
129,292 $1.47 Million
Track This Portfolio

Track Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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