Mark Sheptoff Financial Planning, LLC Global X Fds Global X Lithium Transaction History

Mark Sheptoff Financial Planning, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	SELL	$53.74 - $68.84 $102,106 - $130,796	-1,900 Reduced 31.15%	4,200 $231,000
Q2 2023 Aug 10, 2023	BUY	$58.13 - $66.31 $2,906 - $3,315	50 Added 0.83%	6,100 $396,000
Q1 2023 May 11, 2023	SELL	$57.94 - $72.34 $49,249 - $61,489	-850 Reduced 12.32%	6,050 $384,000
Q4 2022 Feb 14, 2023	SELL	$58.24 - $74.68 $29,120 - $37,340	-500 Reduced 6.76%	6,900 $404,000
Q3 2022 Nov 08, 2022	BUY	$66.09 - $81.79 $234,619 - $290,354	3,550 Added 92.21%	7,400 $489,000
Q2 2022 Aug 11, 2022	BUY	$61.71 - $80.05 $24,684 - $32,020	400 Added 11.59%	3,850 $280,000
Q1 2022 May 12, 2022	BUY	$66.06 - $85.93 $9,909 - $12,889	150 Added 4.55%	3,450 $266,000
Q3 2021 Nov 10, 2021	BUY	$72.05 - $87.02 $208,945 - $252,358	2,900 Added 725.0%	3,300 $270,000
Q4 2020 Feb 11, 2021	BUY	$40.07 - $62.31 $16,028 - $24,924	400 New	400 $25,000

327

5.92M

490K

868K

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