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Company Main View
Name:
Shepherd Financial Partners LLC
City:
WINCHESTER
State:
MA
Zip:
01890
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$763,959,000
Total Value Change :
$60,525,000
Securities Held Change :
5
All Securities Held :
215
New Positions
:
8
Closed Positions
:
4
Increased Positions
:
136
Unchanged Positions
:
23
Decreased Positions
:
48
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Free Registration Required For Full Results
Holdings Found :
4
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
FLOT
Ishares Floating Rate Note ...
219
Closed
$0.00
$0
0
0%
-255,000
-5,036
0
N/A
CSJ
iShares Barclays 1-3 Year C...
218
Closed
$51.03
$0
0
0%
-309,000
-6,035
0
Closed - End Fund - E...
CIU
iShares Barclays Intermedia...
217
Closed
$50.88
$0
0
0%
-320,000
-6,156
0
Closed - End Fund - E...
PFF
iShares S&P U.S. Preferred ...
216
Closed
$31.45
$0
0
0%
-221,000
-7,097
0
Closed - End Fund - E...
4
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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