Mark Sheptoff Financial Planning, LLC Closed Holding Positions

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Rockwell Collins Inc
Q4 2018 Filed on Feb 11, 2019
1,400
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
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
Q4 2018 Filed on Feb 11, 2019
600
$21.43 - $28.37 $12.9K - $17K
TTGT
Tech Target Inc

Communication Services
Q4 2018 Filed on Feb 11, 2019
20,100
$11.4 - $21.18 $229K - $426K
VRNS
Varonis Systems Inc

Technology
Q4 2018 Filed on Feb 11, 2019
1,700
$16.91 - $23.82 $28.7K - $40.5K
DWM
Wisdomtree Tr

ETFs
Q4 2018 Filed on Feb 11, 2019
106
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 11, 2019
10,256
N/A
Seagate Technology PLC
Q4 2018 Filed on Feb 11, 2019
600
N/A
DNLI
Denali Therapeutics Inc.

Healthcare
Q4 2018 Filed on Feb 11, 2019
150
$13.88 - $21.75 $2.08K - $3.26K
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
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
CS
Credit Suisse Group Ag

Financial Services
Q3 2018 Filed on Nov 13, 2018
650
$14.78 - $16.06 $9.61K - $10.4K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
150
$32.09 - $38.85 $4.81K - $5.83K
BCE
Bce Inc

Communication Services
Q3 2018 Filed on Nov 13, 2018
118
$39.9 - $42.61 $4.71K - $5.03K
Usa Technologies Inc
Q3 2018 Filed on Nov 13, 2018
20
N/A
Andeavor
Q3 2018 Filed on Nov 13, 2018
5,904
N/A
Viacom Inc New
Q3 2018 Filed on Nov 13, 2018
348
N/A
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q3 2018 Filed on Nov 13, 2018
35
N/A
Wgl Hldgs Inc
Q3 2018 Filed on Nov 13, 2018
400
N/A
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
100
$26.43 - $51.19 $2.64K - $5.12K
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
PPG
Ppg Industries Inc

Basic Materials
Q3 2018 Filed on Nov 13, 2018
34
$102.0 - $115.98 $3.47K - $3.94K
U S G Corp
Q2 2018 Filed on Aug 09, 2018
13,575
N/A
Great Plains Energy Inc
Q2 2018 Filed on Aug 09, 2018
900
N/A
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q2 2018 Filed on Aug 09, 2018
297
$16.48 - $18.76 $4.89K - $5.57K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q2 2018 Filed on Aug 09, 2018
500
N/A
PPT
Putnam Premier Income Trust

Financial Services
Q2 2018 Filed on Aug 09, 2018
1,625
$5.18 - $5.49 $8.42K - $8.92K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q2 2018 Filed on Aug 09, 2018
800
$37.73 - $41.85 $30.2K - $33.5K
CWCO
Consolidated Water Co. Ltd.

Utilities
Q2 2018 Filed on Aug 09, 2018
6,800
$12.6 - $14.5 $85.7K - $98.6K
CVI
Cvr Energy Inc

Energy
Q2 2018 Filed on Aug 09, 2018
1,000
$30.11 - $46.15 $30.1K - $46.2K
Eagle Grwth & Income Oppty F
Q2 2018 Filed on Aug 09, 2018
1,000
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 09, 2018
500
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
Northstar Realty Europe Corp
Q2 2018 Filed on Aug 09, 2018
19
N/A
Monsanto CO New
Q2 2018 Filed on Aug 09, 2018
2,000
N/A
NKTR
Nektar Therapeutics

Healthcare
Q2 2018 Filed on Aug 09, 2018
4,800
$46.25 - $104.45 $222K - $501K
Powershares Qqq Trust
Q2 2018 Filed on Aug 09, 2018
1,600
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
66,642
N/A
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q2 2018 Filed on Aug 09, 2018
175
$29.7 - $32.65 $5.2K - $5.71K
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2018 Filed on Aug 09, 2018
150
N/A
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
AIG
American International Group, Inc.

Financial Services
Q2 2018 Filed on Aug 09, 2018
200
$51.94 - $56.31 $10.4K - $11.3K
Micro Focus International Pl
Q2 2018 Filed on Aug 09, 2018
68
N/A
Hcp Inc
Q2 2018 Filed on Aug 09, 2018
31
N/A
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