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
PPT
Putnam Premier Income Trust

Financial Services
Q2 2018 Filed on Aug 09, 2018
1,625
$5.18 - $5.49 $8.42K - $8.92K
Powershares ETF Trust
Q2 2018 Filed on Aug 09, 2018
500
N/A
Quality Care Pptys Inc
Q2 2018 Filed on Aug 09, 2018
6
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2018 Filed on Aug 09, 2018
150
N/A
Monsanto CO New
Q2 2018 Filed on Aug 09, 2018
2,000
N/A
Hcp Inc
Q2 2018 Filed on Aug 09, 2018
31
N/A
Ak Stl Hldg Corp
Q2 2018 Filed on Aug 09, 2018
500
N/A
CWCO
Consolidated Water Co. Ltd.

Utilities
Q2 2018 Filed on Aug 09, 2018
6,800
$12.6 - $14.5 $85.7K - $98.6K
PJT
Pjt Partners Inc.

Financial Services
Q2 2018 Filed on Aug 09, 2018
27
$49.5 - $58.6 $1.34K - $1.58K
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 09, 2018
1,700
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 09, 2018
850
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 09, 2018
1,766
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 09, 2018
92
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 09, 2018
66,642
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 09, 2018
1,600
N/A
ARR
Armour Residential Reit, Inc.

Real Estate
Q2 2018 Filed on Aug 09, 2018
325
$22.52 - $23.51 $7.32K - $7.64K
Time Warner Inc
Q2 2018 Filed on Aug 09, 2018
8
N/A
Northstar Realty Europe Corp
Q2 2018 Filed on Aug 09, 2018
19
N/A
NKTR
Nektar Therapeutics

Healthcare
Q2 2018 Filed on Aug 09, 2018
4,800
$46.25 - $104.45 $222K - $501K
LMAT
Lemaitre Vascular Inc

Healthcare
Q2 2018 Filed on Aug 09, 2018
300
$31.45 - $41.02 $9.44K - $12.3K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q2 2018 Filed on Aug 09, 2018
297
$16.48 - $18.76 $4.89K - $5.57K
Kemet Corp
Q2 2018 Filed on Aug 09, 2018
400
N/A
ROK
Rockwell Automation, Inc

Industrials
Q1 2018 Filed on May 08, 2018
100
$171.01 - $207.92 $17.1K - $20.8K
TSEM
Tower Semiconductor LTD

Technology
Q1 2018 Filed on May 08, 2018
2,000
$26.62 - $35.95 $53.2K - $71.9K
Time Inc New
Q1 2018 Filed on May 08, 2018
1
N/A
GKOS
Glaukos Corp

Healthcare
Q1 2018 Filed on May 08, 2018
1,700
$26.05 - $34.5 $44.3K - $58.7K
Priceline Grp Inc
Q1 2018 Filed on May 08, 2018
5
N/A
Rydex ETF Trust
Q1 2018 Filed on May 08, 2018
200
N/A
FIVE
Five Below, Inc

Consumer Cyclical
Q1 2018 Filed on May 08, 2018
200
$61.94 - $73.34 $12.4K - $14.7K
CYBR
Cyber Ark Software Ltd.

Technology
Q1 2018 Filed on May 08, 2018
4,375
$40.77 - $52.04 $178K - $228K
CSTE
Caesarstone Ltd.

Industrials
Q1 2018 Filed on May 08, 2018
300
$18.7 - $25.35 $5.61K - $7.61K
MNKD
Mannkind Corp

Healthcare
Q1 2018 Filed on May 08, 2018
4,004
$2.28 - $3.8 $9.13K - $15.2K
WDC
Western Digital Corp

Technology
Q1 2018 Filed on May 08, 2018
20
$80.09 - $106.45 $1.6K - $2.13K
Cit Group Inc
Q1 2018 Filed on May 08, 2018
600
N/A
PDCO
Patterson Companies, Inc.

Healthcare
Q1 2018 Filed on May 08, 2018
100
$21.69 - $38.13 $2.17K - $3.81K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q1 2018 Filed on May 08, 2018
400
$29.24 - $34.66 $11.7K - $13.9K
CTRA
Coterra Energy Inc.

Energy
Q1 2018 Filed on May 08, 2018
2
$23.01 - $29.12 $46 - $58.2
Edge Therapeutics Inc
Q1 2018 Filed on May 08, 2018
9,400
N/A
AMKR
Amkor Technology, Inc.

Technology
Q1 2018 Filed on May 08, 2018
1,000
$8.82 - $11.51 $8.82K - $11.5K
FUNC
First United Corp

Financial Services
Q1 2018 Filed on May 08, 2018
1,000
$16.69 - $19.95 $16.7K - $20K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2018 Filed on May 08, 2018
62
N/A
ARMK
Aramark

Industrials
Q4 2017 Filed on Feb 09, 2018
1,000
$39.83 - $43.75 $39.8K - $43.8K
VIAV
Viavi Solutions Inc.

Technology
Q4 2017 Filed on Feb 09, 2018
1
$8.42 - $9.72 $8.42 - $9.72
Mallinckrodt Pub LTD CO
Q4 2017 Filed on Feb 09, 2018
45
N/A
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q4 2017 Filed on Feb 09, 2018
200
$63.85 - $73.4 $12.8K - $14.7K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2017 Filed on Feb 09, 2018
2,000
$19.08 - $24.98 $38.2K - $50K
FLO
Flowers Foods Inc

Consumer Defensive
Q4 2017 Filed on Feb 09, 2018
500
$17.9 - $20.34 $8.95K - $10.2K
Encana Corp
Q4 2017 Filed on Feb 09, 2018
1,500
N/A
E Trade Financial Corp
Q4 2017 Filed on Feb 09, 2018
400
N/A
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