Shepherd Financial Partners LLC's ownership history for XLE

Shepherd Financial Partners LLC currently holds 4.5K shares with a market value of $405.1K. It started holding XLE on 2024-09-30. At its peak, it held 5.3K shares on 2025-03-31. Its highest holding value was $498.1K on 2025-03-31. At its lowest, it held 4.5K shares on 2025-06-30, with a value of $382.5K on 2025-06-30. In the recent 180 days, Shepherd Financial Partners LLC has decreased its shares by 796. In the recent year, Shepherd Financial Partners LLC has decreased its shares by 556.