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
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
Q2 2018 Filed on Aug 09, 2018
200
$16.03 - $25.58 $3.21K - $5.12K
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
Time Warner Inc
Q2 2018 Filed on Aug 09, 2018
8
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q2 2018 Filed on Aug 09, 2018
500
N/A
BGS
B&G Foods, Inc.

Consumer Defensive
Q2 2018 Filed on Aug 09, 2018
2,960
$22.15 - $33.0 $65.6K - $97.7K
ARR
Armour Residential Reit, Inc.

Real Estate
Q2 2018 Filed on Aug 09, 2018
325
$22.52 - $23.51 $7.32K - $7.64K
AIG
American International Group, Inc.

Financial Services
Q2 2018 Filed on Aug 09, 2018
200
$51.94 - $56.31 $10.4K - $11.3K
Ak Stl Hldg Corp
Q2 2018 Filed on Aug 09, 2018
500
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2018 Filed on Aug 09, 2018
150
N/A
U S G Corp
Q2 2018 Filed on Aug 09, 2018
13,575
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 09, 2018
850
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 09, 2018
66,642
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
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
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 09, 2018
1,766
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 09, 2018
1,700
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 09, 2018
92
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
Northstar Realty Europe Corp
Q2 2018 Filed on Aug 09, 2018
19
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2018 Filed on Aug 09, 2018
500
$36.91 - $37.71 $18.5K - $18.9K
Powershares Qqq Trust
Q2 2018 Filed on Aug 09, 2018
1,600
N/A
Eagle Grwth & Income Oppty F
Q2 2018 Filed on Aug 09, 2018
1,000
N/A
Quality Care Pptys Inc
Q2 2018 Filed on Aug 09, 2018
6
N/A
PJT
Pjt Partners Inc.

Financial Services
Q2 2018 Filed on Aug 09, 2018
27
$49.5 - $58.6 $1.34K - $1.58K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2018 Filed on May 08, 2018
62
N/A
USFD
Us Foods Holding Corp.

Consumer Defensive
Q1 2018 Filed on May 08, 2018
400
$29.24 - $34.66 $11.7K - $13.9K
ROK
Rockwell Automation, Inc

Industrials
Q1 2018 Filed on May 08, 2018
100
$171.01 - $207.92 $17.1K - $20.8K
Time Inc New
Q1 2018 Filed on May 08, 2018
1
N/A
FIVE
Five Below, Inc

Consumer Cyclical
Q1 2018 Filed on May 08, 2018
200
$61.94 - $73.34 $12.4K - $14.7K
TSEM
Tower Semiconductor LTD

Technology
Q1 2018 Filed on May 08, 2018
2,000
$26.62 - $35.95 $53.2K - $71.9K
AMKR
Amkor Technology, Inc.

Technology
Q1 2018 Filed on May 08, 2018
1,000
$8.82 - $11.51 $8.82K - $11.5K
CTRA
Coterra Energy Inc.

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

Industrials
Q1 2018 Filed on May 08, 2018
300
$18.7 - $25.35 $5.61K - $7.61K
FUNC
First United Corp

Financial Services
Q1 2018 Filed on May 08, 2018
1,000
$16.69 - $19.95 $16.7K - $20K
CYBR
Cyber Ark Software Ltd.

Technology
Q1 2018 Filed on May 08, 2018
4,375
$40.77 - $52.04 $178K - $228K
MNKD
Mannkind Corp

Healthcare
Q1 2018 Filed on May 08, 2018
4,004
$2.28 - $3.8 $9.13K - $15.2K
PDCO
Patterson Companies, Inc.

Healthcare
Q1 2018 Filed on May 08, 2018
100
$21.69 - $38.13 $2.17K - $3.81K
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
GKOS
Glaukos Corp

Healthcare
Q1 2018 Filed on May 08, 2018
1,700
$26.05 - $34.5 $44.3K - $58.7K
PBI
Pitney Bowes Inc

Industrials
Q4 2017 Filed on Feb 09, 2018
227
$9.64 - $14.24 $2.19K - $3.23K
VIAV
Viavi Solutions Inc.

Technology
Q4 2017 Filed on Feb 09, 2018
1
$8.42 - $9.72 $8.42 - $9.72
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