Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Shepherd Financial Partners LLC
  City: WINCHESTER
  State: MA
  Zip: 01890
   
Achive data
  View Filing Period:
  
 
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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
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)1 Year Chart         FLOT Ishares Floating Rate Note ... 219 Closed $0.00 $0 0 0% -255,000 -5,036 0    N/A
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 218 Closed $51.03 $0 0 0% -309,000 -6,035 0    Closed - End Fund - E...
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 217 Closed $50.88 $0 0 0% -320,000 -6,156 0    Closed - End Fund - E...
   (PFF)1 Year Chart         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
Free Registration Required For Full Results