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
AMRC
Ameresco, Inc.

Industrials
Q1 2021 Filed on May 11, 2021
200
$39.71 - $69.41 $7.94K - $13.9K
NOW
Service Now, Inc.

Technology
Q1 2021 Filed on May 11, 2021
34
$464.05 - $594.47 $15.8K - $20.2K
Unilever N V
Q4 2020 Filed on Feb 11, 2021
24
N/A
HAL
Halliburton CO

Energy
Q4 2020 Filed on Feb 11, 2021
100
$11.17 - $20.14 $1.12K - $2.01K
TDIV
First Trust Nasdaq Technology

ETFs
Q4 2020 Filed on Feb 11, 2021
59
$41.7 - $49.55 $2.46K - $2.92K
Alexion Pharmaceuticals Inc
Q4 2020 Filed on Feb 11, 2021
150
N/A
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2020 Filed on Feb 11, 2021
60
$29.07 - $35.03 $1.74K - $2.1K
Dunkin Brands Group Inc
Q4 2020 Filed on Feb 11, 2021
1,200
N/A
General Electric CO
Q4 2020 Filed on Feb 11, 2021
1,000
N/A
Biotelemetry Inc
Q4 2020 Filed on Feb 11, 2021
1,300
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q3 2020 Filed on Nov 12, 2020
2,300
$24.94 - $34.57 $57.4K - $79.5K
EPR
Epr Properties

Real Estate
Q3 2020 Filed on Nov 12, 2020
180
$26.62 - $34.42 $4.79K - $6.2K
ESS
Essex Property Trust, Inc.

Real Estate
Q3 2020 Filed on Nov 12, 2020
40
$198.98 - $239.37 $7.96K - $9.57K
American Intl Group Inc
Q3 2020 Filed on Nov 12, 2020
23
N/A
NOC
Northrop Grumman Corp

Industrials
Q3 2020 Filed on Nov 12, 2020
125
$285.95 - $348.99 $35.7K - $43.6K
FLT
Fleetcor Technologies Inc

Technology
Q3 2020 Filed on Nov 12, 2020
28
$230.57 - $265.79 $6.46K - $7.44K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
1,000
$9.57 - $27.05 $9.57K - $27.1K
CODI
Compass Diversified Holdings

Industrials
Q3 2020 Filed on Nov 12, 2020
795
$15.94 - $19.06 $12.7K - $15.2K
MRCY
Mercury Systems Inc

Industrials
Q3 2020 Filed on Nov 12, 2020
550
$66.65 - $81.23 $36.7K - $44.7K
BOX
Box Inc

Technology
Q3 2020 Filed on Nov 12, 2020
3,600
$16.92 - $21.23 $60.9K - $76.4K
LNTH
Lantheus Holdings, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
3
$11.98 - $16.34 $35.9 - $49
Livongo Health Inc
Q3 2020 Filed on Nov 12, 2020
2,128
N/A
AXSM
Axsome Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
500
$68.34 - $85.84 $34.2K - $42.9K
CCL
Carnival Corp

Consumer Cyclical
Q3 2020 Filed on Nov 12, 2020
300
$13.07 - $18.53 $3.92K - $5.56K
COF
Capital One Financial Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
100
$58.35 - $76.17 $5.84K - $7.62K
FUN
Cedar Fair L P

Consumer Cyclical
Q3 2020 Filed on Nov 12, 2020
150
$23.59 - $31.45 $3.54K - $4.72K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q3 2020 Filed on Nov 12, 2020
37
$96.16 - $135.15 $3.56K - $5K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q3 2020 Filed on Nov 12, 2020
325
$50.37 - $58.54 $16.4K - $19K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2020 Filed on Nov 12, 2020
200
$50.71 - $55.18 $10.1K - $11K
VRTV
Veritiv Corp

Industrials
Q3 2020 Filed on Nov 12, 2020
4
$12.5 - $18.43 $50 - $73.7
VLO
Valero Energy Corp

Energy
Q3 2020 Filed on Nov 12, 2020
2,536
$43.32 - $59.69 $110K - $151K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q3 2020 Filed on Nov 12, 2020
150
$44.65 - $49.39 $6.7K - $7.41K
DHS
Wisdomtree Tr U.S

ETFs
Q3 2020 Filed on Nov 12, 2020
300
$60.76 - $65.86 $18.2K - $19.8K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
850
$14.18 - $14.94 $12.1K - $12.7K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q3 2020 Filed on Nov 12, 2020
250
$71.8 - $78.94 $18K - $19.7K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q3 2020 Filed on Nov 12, 2020
257
$26.39 - $32.14 $6.78K - $8.26K
SNY
Sanofi

Healthcare
Q3 2020 Filed on Nov 12, 2020
400
$49.47 - $53.77 $19.8K - $21.5K
Seattle Genetics Inc
Q3 2020 Filed on Nov 12, 2020
200
N/A
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q3 2020 Filed on Nov 12, 2020
150
$46.22 - $51.04 $6.93K - $7.66K
BTU
Peabody Energy Corp

Energy
Q2 2020 Filed on Aug 10, 2020
197
$2.66 - $5.03 $524 - $991
Progenics Pharmaceuticals In
Q2 2020 Filed on Aug 10, 2020
10
N/A
TYL
Tyler Technologies Inc

Technology
Q2 2020 Filed on Aug 10, 2020
50
$280.34 - $382.66 $14K - $19.1K
AIZ
Assurant, Inc.

Financial Services
Q2 2020 Filed on Aug 10, 2020
147
$87.76 - $117.41 $12.9K - $17.3K
WBS
Webster Financial Corp

Financial Services
Q2 2020 Filed on Aug 10, 2020
2,802
$20.4 - $35.67 $57.2K - $99.9K
LEN
Lennar Corp

Consumer Cyclical
Q2 2020 Filed on Aug 10, 2020
100
$33.39 - $64.99 $3.34K - $6.5K
ROOF
Indexiq ETF Trust Iq Cbre Next
Q2 2020 Filed on Aug 10, 2020
500
N/A
Tallgrass Energy LP
Q2 2020 Filed on Aug 10, 2020
500
N/A
Bristol Myers Squibb CO
Q2 2020 Filed on Aug 10, 2020
109
N/A
Raytheon CO
Q2 2020 Filed on Aug 10, 2020
19,792
N/A
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email