Mark Sheptoff Financial Planning, LLC Closed Holding Positions

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Peoples United Financial Inc
Q2 2022 Filed on Aug 11, 2022
450
N/A
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 11, 2022
450
$41.15 - $50.23 $18.5K - $22.6K
NDSN
Nordson Corp

Industrials
Q2 2022 Filed on Aug 11, 2022
5
$195.36 - $227.93 $977 - $1.14K
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
450
$349.61 - $471.65 $157K - $212K
ZS
Zscaler, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
200
$127.81 - $252.11 $25.6K - $50.4K
NXPI
Nxp Semiconductors N.V.

Technology
Q2 2022 Filed on Aug 11, 2022
5
$148.03 - $195.93 $740 - $980
CSL
Carlisle Companies Inc

Industrials
Q2 2022 Filed on Aug 11, 2022
0
$231.39 - $272.84 $0 - $0
ATKR
Atkore Inc.

Industrials
Q2 2022 Filed on Aug 11, 2022
5,775
$80.9 - $122.84 $467K - $709K
WFC
Wells Fargo & Company

Financial Services
Q2 2022 Filed on Aug 11, 2022
276
$37.43 - $49.33 $10.3K - $13.6K
LMND
Lemonade, Inc.

Financial Services
Q2 2022 Filed on Aug 11, 2022
400
$16.49 - $28.61 $6.6K - $11.4K
Cerner Corp
Q2 2022 Filed on Aug 11, 2022
4,000
N/A
SAP
Sap Se

Technology
Q2 2022 Filed on Aug 11, 2022
23
$90.37 - $112.48 $2.08K - $2.59K
STRL
Sterling Construction CO Inc

Industrials
Q2 2022 Filed on Aug 11, 2022
1,000
$21.43 - $27.16 $21.4K - $27.2K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2022 Filed on Aug 11, 2022
76
$26.59 - $36.97 $2.02K - $2.81K
VFC
V F Corp

Consumer Cyclical
Q2 2022 Filed on Aug 11, 2022
50
$44.17 - $57.68 $2.21K - $2.88K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Aug 11, 2022
200
$28.63 - $75.86 $5.73K - $15.2K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q2 2022 Filed on Aug 11, 2022
30
$10.37 - $23.31 $311 - $699
PCOR
Procore Technologies, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
100
$40.57 - $60.6 $4.06K - $6.06K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q2 2022 Filed on Aug 11, 2022
17
$35.02 - $41.45 $595 - $705
AVTR
Avantor, Inc.

Basic Materials
Q2 2022 Filed on Aug 11, 2022
500
$29.35 - $34.19 $14.7K - $17.1K
PH
Parker Hannifin Corp

Industrials
Q2 2022 Filed on Aug 11, 2022
31
$236.37 - $290.58 $7.33K - $9.01K
DCI
Donaldson CO Inc

Industrials
Q2 2022 Filed on Aug 11, 2022
38
$46.27 - $53.63 $1.76K - $2.04K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
Q2 2022 Filed on Aug 11, 2022
362
$15.61 - $21.29 $5.65K - $7.71K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 11, 2022
382
$42.05 - $47.77 $16.1K - $18.2K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
12
$90.7 - $106.19 $1.09K - $1.27K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2022 Filed on Aug 11, 2022
1,000
$40.48 - $47.83 $40.5K - $47.8K
DNMR
Danimer Scientific, Inc.

Basic Materials
Q2 2022 Filed on Aug 11, 2022
281
$3.34 - $6.53 $939 - $1.83K
CHK
Chesapeake Energy Corp

Energy
Q2 2022 Filed on Aug 11, 2022
250
$76.34 - $103.15 $19.1K - $25.8K
CLFD
Clearfield, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
200
$50.73 - $68.98 $10.1K - $13.8K
IDXX
Idexx Laboratories Inc

Healthcare
Q2 2022 Filed on Aug 11, 2022
50
$327.37 - $553.44 $16.4K - $27.7K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
Q2 2022 Filed on Aug 11, 2022
45
$29.77 - $37.37 $1.34K - $1.68K
BNTX
Bio N Tech Se

Healthcare
Q2 2022 Filed on Aug 11, 2022
100
$123.25 - $186.24 $12.3K - $18.6K
TRTN
Triton International LTD

Industrials
Q2 2022 Filed on Aug 11, 2022
550
$49.45 - $70.5 $27.2K - $38.8K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 11, 2022
300
$22.27 - $51.44 $6.68K - $15.4K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
Q2 2022 Filed on Aug 11, 2022
31,350
$7.81 - $14.47 $245K - $454K
DOCN
Digital Ocean Holdings, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
250
$30.86 - $60.4 $7.72K - $15.1K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
250
$51.43 - $62.92 $12.9K - $15.7K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Aug 11, 2022
500
$99.01 - $106.84 $49.5K - $53.4K
ALB
Albemarle Corp

Basic Materials
Q2 2022 Filed on Aug 11, 2022
250
$187.76 - $270.92 $46.9K - $67.7K
CHGG
Chegg, Inc

Consumer Defensive
Q2 2022 Filed on Aug 11, 2022
200
$16.46 - $37.03 $3.29K - $7.41K
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2022 Filed on Aug 11, 2022
7
$147.45 - $198.19 $1.03K - $1.39K
TFC
Truist Financial Corp

Financial Services
Q2 2022 Filed on Aug 11, 2022
67
$45.68 - $55.36 $3.06K - $3.71K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
200
$57.51 - $145.19 $11.5K - $29K
U
Unity Software Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
150
$30.3 - $108.64 $4.55K - $16.3K
TGH
Textainer Group Holdings LTD

Industrials
Q2 2022 Filed on Aug 11, 2022
2,002
$27.06 - $38.49 $54.2K - $77.1K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 11, 2022
22
$60.29 - $72.67 $1.33K - $1.6K
ON
On Semiconductor Corp

Technology
Q2 2022 Filed on Aug 11, 2022
200
$50.31 - $66.01 $10.1K - $13.2K
WSO
Watsco Inc

Industrials
Q2 2022 Filed on Aug 11, 2022
12
$226.94 - $305.52 $2.72K - $3.67K
PCAR
Paccar Inc

Industrials
Q2 2022 Filed on Aug 11, 2022
10
$79.81 - $89.38 $798 - $894
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