Mark Sheptoff Financial Planning, LLC Closed Holding Positions

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2020 Filed on May 07, 2020
40
$144.12 - $277.61 $5.76K - $11.1K
HUBS
Hubspot Inc

Technology
Q1 2020 Filed on May 07, 2020
31
$104.71 - $198.53 $3.25K - $6.15K
DIOD
Diodes Inc

Technology
Q1 2020 Filed on May 07, 2020
200
$33.12 - $58.95 $6.62K - $11.8K
D
Dominion Energy, Inc

Utilities
Q1 2020 Filed on May 07, 2020
150
$59.39 - $89.8 $8.91K - $13.5K
HQH
Tekla Healthcare Investors

Financial Services
Q1 2020 Filed on May 07, 2020
400
$14.77 - $21.66 $5.91K - $8.66K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2020 Filed on May 07, 2020
500
$41.61 - $71.42 $20.8K - $35.7K
EMN
Eastman Chemical CO

Basic Materials
Q1 2020 Filed on May 07, 2020
150
$38.39 - $78.67 $5.76K - $11.8K
HQL
Tekla Life Sciences Investors

Financial Services
Q1 2020 Filed on May 07, 2020
500
$12.22 - $17.99 $6.11K - $9K
Ingersoll Rand PLC
Q1 2020 Filed on May 07, 2020
34
N/A
NWBI
Northwest Bancshares, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
500
$10.16 - $16.54 $5.08K - $8.27K
ROIC
Retail Opportunity Investments Corp

Real Estate
Q1 2020 Filed on May 07, 2020
150
$6.72 - $17.57 $1.01K - $2.64K
AYX
Alteryx, Inc.

Technology
Q1 2020 Filed on May 07, 2020
100
$80.98 - $158.0 $8.1K - $15.8K
Chesapeake Energy Corp
Q1 2020 Filed on May 07, 2020
212,031
N/A
RJF
Raymond James Financial Inc

Financial Services
Q1 2020 Filed on May 07, 2020
168
$36.73 - $67.51 $6.17K - $11.3K
Medallia Inc
Q1 2020 Filed on May 07, 2020
600
N/A
KEYS
Keysight Technologies, Inc.

Technology
Q1 2020 Filed on May 07, 2020
100
$78.28 - $105.51 $7.83K - $10.6K
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2020 Filed on May 07, 2020
500
$27.78 - $65.08 $13.9K - $32.5K
UPLD
Upland Software, Inc.

Technology
Q1 2020 Filed on May 07, 2020
7,975
$22.38 - $44.6 $178K - $356K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
300
$15.58 - $37.91 $4.67K - $11.4K
Liberty Ppty Tr
Q1 2020 Filed on May 07, 2020
415
N/A
United Finl Bancorp Inc New
Q4 2019 Filed on Feb 10, 2020
6,346
N/A
Varian Med Sys Inc
Q4 2019 Filed on Feb 10, 2020
25
N/A
Kirkland Lake Gold LTD
Q4 2019 Filed on Feb 10, 2020
3,700
N/A
WATT
Energous Corp

Technology
Q4 2019 Filed on Feb 10, 2020
2,000
$1.72 - $3.41 $3.44K - $6.82K
SKX
Skechers Usa Inc

Consumer Cyclical
Q4 2019 Filed on Feb 10, 2020
3,090
$35.49 - $44.21 $110K - $137K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2019 Filed on Feb 10, 2020
8
$97.24 - $123.5 $778 - $988
KIE
Spdr S&P Insurance ETF

ETFs
Q4 2019 Filed on Feb 10, 2020
11
$33.61 - $36.11 $370 - $397
Celgene Corp
Q4 2019 Filed on Feb 10, 2020
109
N/A
ANIP
Ani Pharmaceuticals Inc

Healthcare
Q4 2019 Filed on Feb 10, 2020
3,450
$55.65 - $79.83 $192K - $275K
International Speedway Corp
Q4 2019 Filed on Feb 10, 2020
400
N/A
General Mtrs CO
Q3 2019 Filed on Nov 12, 2019
122
N/A
SHW
Sherwin Williams CO

Basic Materials
Q3 2019 Filed on Nov 12, 2019
13
$151.53 - $183.51 $1.97K - $2.39K
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2019 Filed on Nov 12, 2019
981
$15.68 - $20.05 $15.4K - $19.7K
Royal Bk Scotland Group PLC
Q3 2019 Filed on Nov 12, 2019
136
N/A
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
92
$36.21 - $37.05 $3.33K - $3.41K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
15
$9.61 - $15.16 $144 - $227
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
500
$28.09 - $29.84 $14K - $14.9K
Israel Chemicals LTD
Q3 2019 Filed on Nov 12, 2019
2,000
N/A
Bb&T Corp
Q3 2019 Filed on Nov 12, 2019
93
N/A
LNC
Lincoln National Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
150
$51.42 - $66.89 $7.71K - $10K
VNOM
Viper Energy Partners LP

Energy
Q3 2019 Filed on Nov 12, 2019
12,369
$27.5 - $32.26 $340K - $399K
Spdr Series Trust
Q3 2019 Filed on Nov 12, 2019
200
N/A
Acacia Communications Inc
Q3 2019 Filed on Nov 12, 2019
900
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
5
$1786.52 - $2077.44 $8.93K - $10.4K
Cambrex Corp
Q3 2019 Filed on Nov 12, 2019
3,400
N/A
BKCC
Black Rock Capital Investment Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
3,000
$5.01 - $6.12 $15K - $18.4K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q3 2019 Filed on Nov 12, 2019
23
$41.23 - $43.82 $948 - $1.01K
Weight Watchers Intl Inc New
Q3 2019 Filed on Nov 12, 2019
100
N/A
Rudolph Technologies Inc
Q3 2019 Filed on Nov 12, 2019
100
N/A
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