Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 11, 2022

SELL
N/A
-1,000 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
N/A
500 Added 100.0%
1,000 $12,000
Q1 2020

May 07, 2020

SELL
N/A
-200 Reduced 28.57%
500 $4,000
Q1 2019

May 10, 2019

BUY
N/A
200 Added 40.0%
700 $9,000
Q4 2018

Feb 11, 2019

SELL
N/A
-1,700 Reduced 77.27%
500 $6,000
Q1 2018

May 08, 2018

BUY
N/A
900 Added 69.23%
2,200 $49,000
Q4 2017

Feb 09, 2018

BUY
N/A
200 Added 18.18%
1,300 $33,000
Q3 2017

Nov 09, 2017

BUY
N/A
1,100
1,100 $27,000
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.