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
OMC
Omnicom Group Inc.

Communication Services
Q3 2021 Filed on Nov 10, 2021
50
$70.85 - $81.0 $3.54K - $4.05K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
5
$36.61 - $46.99 $183 - $235
NEM
Newmont Corp

Basic Materials
Q3 2021 Filed on Nov 10, 2021
730
$53.71 - $63.98 $39.2K - $46.7K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
Q3 2021 Filed on Nov 10, 2021
300
$28.63 - $30.53 $8.59K - $9.16K
BLDP
Ballard Power Systems Inc.

Industrials
Q3 2021 Filed on Nov 10, 2021
500
$13.77 - $18.22 $6.89K - $9.11K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
250
$32.41 - $40.57 $8.1K - $10.1K
NRZ
New Residential Investment Corp.

Real Estate
Q3 2021 Filed on Nov 10, 2021
2,150
$9.31 - $11.21 $20K - $24.1K
NWL
Newell Brands Inc.

Consumer Defensive
Q3 2021 Filed on Nov 10, 2021
4,100
$22.14 - $27.45 $90.8K - $113K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
250
$66.49 - $79.04 $16.6K - $19.8K
P A M Transn Svcs Inc
Q2 2021 Filed on Aug 12, 2021
300
N/A
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q2 2021 Filed on Aug 12, 2021
200
$58.82 - $63.69 $11.8K - $12.7K
TWLO
Twilio Inc

Communication Services
Q2 2021 Filed on Aug 12, 2021
100
$281.02 - $400.68 $28.1K - $40.1K
PXD
Pioneer Natural Resources CO

Energy
Q2 2021 Filed on Aug 12, 2021
1,000
$145.02 - $170.71 $145K - $171K
Forest Road Acquisition Corp
Q2 2021 Filed on Aug 12, 2021
79
N/A
Draftkings Inc
Q2 2021 Filed on Aug 12, 2021
1,850
N/A
DE
Deere & CO

Industrials
Q2 2021 Filed on Aug 12, 2021
850
$328.38 - $394.22 $279K - $335K
Perspecta Inc
Q2 2021 Filed on Aug 12, 2021
12
N/A
KODK
Eastman Kodak CO

Industrials
Q2 2021 Filed on Aug 12, 2021
1,800
$6.44 - $11.05 $11.6K - $19.9K
Ishares Gold Tr
Q2 2021 Filed on Aug 12, 2021
4,500
N/A
UTES
Virtus Reaves Utilities ETF
Q2 2021 Filed on Aug 12, 2021
250
N/A
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
200
$69.1 - $91.88 $13.8K - $18.4K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q2 2021 Filed on Aug 12, 2021
200
$54.47 - $70.0 $10.9K - $14K
QS
Quantum Scape Corp

Consumer Cyclical
Q2 2021 Filed on Aug 12, 2021
320
$24.06 - $49.38 $7.7K - $15.8K
SCPL
Sci Play Corp

Communication Services
Q2 2021 Filed on Aug 12, 2021
300
$15.65 - $19.05 $4.7K - $5.72K
Gw Pharmaceuticals PLC
Q2 2021 Filed on Aug 12, 2021
120
N/A
Orbcomm Inc
Q2 2021 Filed on Aug 12, 2021
500
N/A
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q2 2021 Filed on Aug 12, 2021
500
$19.4 - $27.42 $9.7K - $13.7K
WSBF
Waterstone Financial, Inc.

Financial Services
Q2 2021 Filed on Aug 12, 2021
300
$19.37 - $20.92 $5.81K - $6.28K
PPL
Ppl Corp

Utilities
Q2 2021 Filed on Aug 12, 2021
500
$27.61 - $29.5 $13.8K - $14.8K
TX
Ternium S.A.

Basic Materials
Q2 2021 Filed on Aug 12, 2021
700
$32.74 - $41.07 $22.9K - $28.7K
TRP
Tc Energy Corp

Energy
Q2 2021 Filed on Aug 12, 2021
100
$46.81 - $53.21 $4.68K - $5.32K
UL
Unilever PLC

Consumer Defensive
Q2 2021 Filed on Aug 12, 2021
24
$55.86 - $61.05 $1.34K - $1.47K
Star Peak Energy Transition
Q2 2021 Filed on Aug 12, 2021
150
N/A
GHC
Graham Holdings CO

Consumer Defensive
Q1 2021 Filed on May 11, 2021
336
$525.91 - $620.0 $177K - $208K
FIF
First Trust Energy Infrastructure Fund

Financial Services
Q1 2021 Filed on May 11, 2021
200
$10.35 - $12.38 $2.07K - $2.48K
IRBT
Irobot Corp

Consumer Cyclical
Q1 2021 Filed on May 11, 2021
85
$79.38 - $161.16 $6.75K - $13.7K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q1 2021 Filed on May 11, 2021
380
$72.05 - $82.78 $27.4K - $31.5K
Aphria Inc
Q1 2021 Filed on May 11, 2021
3,000
N/A
RGNX
Regenxbio Inc.

Healthcare
Q1 2021 Filed on May 11, 2021
300
$33.61 - $49.95 $10.1K - $15K
NLS
Nautilus, Inc.

Consumer Cyclical
Q1 2021 Filed on May 11, 2021
500
$14.77 - $30.54 $7.39K - $15.3K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q1 2021 Filed on May 11, 2021
200
$7.03 - $16.51 $1.41K - $3.3K
KR
Kroger CO

Consumer Defensive
Q1 2021 Filed on May 11, 2021
200
$31.52 - $38.75 $6.3K - $7.75K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2021 Filed on May 11, 2021
450
$81.74 - $112.47 $36.8K - $50.6K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q1 2021 Filed on May 11, 2021
100
$221.65 - $242.6 $22.2K - $24.3K
MITK
Mitek Systems Inc

Technology
Q1 2021 Filed on May 11, 2021
900
$14.0 - $18.84 $12.6K - $17K
SR
Spire Inc

Utilities
Q1 2021 Filed on May 11, 2021
2,500
$60.32 - $75.53 $151K - $189K
Duff & Phelps Util Corp Bd T
Q1 2021 Filed on May 11, 2021
3,971
N/A
ZBRA
Zebra Technologies Corp

Technology
Q1 2021 Filed on May 11, 2021
17
$378.13 - $512.69 $6.43K - $8.72K
DOCU
Docusign, Inc.

Technology
Q1 2021 Filed on May 11, 2021
50
$192.84 - $265.16 $9.64K - $13.3K
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