Mark Sheptoff Financial Planning, LLC PIMCO ETF TR Transaction History

Mark Sheptoff Financial Planning, LLC

  • $177 Million
  • Q1 2025
Number of Shares
585
Previous 300 95.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
285 Added 95.0%
585 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-2,749 Reduced 90.16%
300 $0
Q2 2024

Aug 12, 2024
BUY
N/A
980 Added 47.37%
3,049 $0
Q1 2024

May 10, 2024
BUY
N/A
2,069 New
2,069 $0
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