Mark Sheptoff Financial Planning, LLC Closed Holding Positions

Mark Sheptoff Financial Planning, LLC

  • $177 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BCC
Boise Cascade CO

Basic Materials
Q4 2018 Filed on Feb 11, 2019
16,650
$22.11 - $35.96 $368K - $599K
VRNS
Varonis Systems Inc

Technology
Q4 2018 Filed on Feb 11, 2019
1,700
$16.91 - $23.82 $28.7K - $40.5K
Barclays Bank PLC
Q4 2018 Filed on Feb 11, 2019
100
N/A
Aetna Inc New
Q4 2018 Filed on Feb 11, 2019
3,116
N/A
Control4 Corp
Q4 2018 Filed on Feb 11, 2019
700
N/A
NOVT
Novanta Inc

Technology
Q4 2018 Filed on Feb 11, 2019
4,750
$56.42 - $77.89 $268K - $370K
Rockwell Collins Inc
Q4 2018 Filed on Feb 11, 2019
1,400
N/A
Seagate Technology PLC
Q4 2018 Filed on Feb 11, 2019
600
N/A
Dell Technologies Inc
Q4 2018 Filed on Feb 11, 2019
11
N/A
KPTI
Karyopharm Therapeutics Inc.

Healthcare
Q4 2018 Filed on Feb 11, 2019
800
$8.2 - $16.95 $6.56K - $13.6K
VTR
Ventas, Inc.

Real Estate
Q4 2018 Filed on Feb 11, 2019
300
$52.86 - $65.47 $15.9K - $19.6K
DNLI
Denali Therapeutics Inc.

Healthcare
Q4 2018 Filed on Feb 11, 2019
150
$13.88 - $21.75 $2.08K - $3.26K
Constellium Nv
Q4 2018 Filed on Feb 11, 2019
1,800
N/A
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q4 2018 Filed on Feb 11, 2019
500
$17.82 - $19.07 $8.91K - $9.54K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
1,700
$15.51 - $29.47 $26.4K - $50.1K
DWM
Wisdomtree Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
106
N/A
Universal Fst Prods Inc
Q4 2018 Filed on Feb 11, 2019
2,000
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 11, 2019
10,256
N/A
TTGT
Tech Target Inc

Communication Services
Q4 2018 Filed on Feb 11, 2019
20,100
$11.4 - $21.18 $229K - $426K
WHD
Cactus, Inc.

Energy
Q4 2018 Filed on Feb 11, 2019
3,000
$25.23 - $40.5 $75.7K - $122K
TXT
Textron Inc

Industrials
Q4 2018 Filed on Feb 11, 2019
150
$44.16 - $71.82 $6.62K - $10.8K
SUM
Summit Materials, Inc.

Basic Materials
Q4 2018 Filed on Feb 11, 2019
3,800
$11.5 - $18.03 $43.7K - $68.5K
Pieris Pharmaceuticals Inc
Q4 2018 Filed on Feb 11, 2019
8,300
N/A
CS
Credit Suisse Group Ag

Financial Services
Q3 2018 Filed on Nov 13, 2018
650
$14.78 - $16.06 $9.61K - $10.4K
Wgl Hldgs Inc
Q3 2018 Filed on Nov 13, 2018
400
N/A
NYCB
New York Community Bancorp Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
500
$10.26 - $11.67 $5.13K - $5.84K
Gardner Denver Hldgs Inc
Q3 2018 Filed on Nov 13, 2018
250
N/A
Andeavor
Q3 2018 Filed on Nov 13, 2018
5,904
N/A
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
150
$32.09 - $38.85 $4.81K - $5.83K
Viacom Inc New
Q3 2018 Filed on Nov 13, 2018
348
N/A
Usa Technologies Inc
Q3 2018 Filed on Nov 13, 2018
20
N/A
BCE
Bce Inc

Communication Services
Q3 2018 Filed on Nov 13, 2018
118
$39.9 - $42.61 $4.71K - $5.03K
Symantec Corp
Q3 2018 Filed on Nov 13, 2018
500
N/A
PPG
Ppg Industries Inc

Basic Materials
Q3 2018 Filed on Nov 13, 2018
34
$102.0 - $115.98 $3.47K - $3.94K
Boardwalk Pipeline Partners
Q3 2018 Filed on Nov 13, 2018
500
N/A
Bofi Hldg Inc
Q3 2018 Filed on Nov 13, 2018
1,200
N/A
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q3 2018 Filed on Nov 13, 2018
35
N/A
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
100
$26.43 - $51.19 $2.64K - $5.12K
AIG
American International Group, Inc.

Financial Services
Q2 2018 Filed on Aug 09, 2018
200
$51.94 - $56.31 $10.4K - $11.3K
BGS
B&G Foods, Inc.

Consumer Defensive
Q2 2018 Filed on Aug 09, 2018
2,960
$22.15 - $33.0 $65.6K - $97.7K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q2 2018 Filed on Aug 09, 2018
175
$29.7 - $32.65 $5.2K - $5.71K
Great Plains Energy Inc
Q2 2018 Filed on Aug 09, 2018
900
N/A
CVI
Cvr Energy Inc

Energy
Q2 2018 Filed on Aug 09, 2018
1,000
$30.11 - $46.15 $30.1K - $46.2K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q2 2018 Filed on Aug 09, 2018
800
$37.73 - $41.85 $30.2K - $33.5K
Eagle Grwth & Income Oppty F
Q2 2018 Filed on Aug 09, 2018
1,000
N/A
Micro Focus International Pl
Q2 2018 Filed on Aug 09, 2018
68
N/A
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
Q2 2018 Filed on Aug 09, 2018
200
$16.03 - $25.58 $3.21K - $5.12K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2018 Filed on Aug 09, 2018
500
$36.91 - $37.71 $18.5K - $18.9K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q2 2018 Filed on Aug 09, 2018
500
N/A
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