MSFP

Mark Sheptoff Financial Planning’s Alector ALEC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$420	Hold	300	–	–	﹤0.01%	496
2025 Q1	$369	Hold	300	–	–	﹤0.01%	430
2024 Q4	$567	Hold	300	–	–	﹤0.01%	414
2024 Q3	$1.4K	Hold	300	–	–	﹤0.01%	401
2024 Q2	$1.36K	Hold	300	–	–	﹤0.01%	400
2024 Q1	$1.81K	Hold	300	–	–	﹤0.01%	362
2023 Q4	$2.39K	Hold	300	–	–	﹤0.01%	354
2023 Q3	$1.94K	Hold	300	–	–	﹤0.01%	340
2023 Q2	$1.8K	Hold	300	–	–	﹤0.01%	349
2023 Q1	$1.86K	Hold	300	–	–	﹤0.01%	345
2022 Q4	$2.77K	Hold	300	–	–	﹤0.01%	336
2022 Q3	$3K	Hold	300	–	–	﹤0.01%	308
2022 Q2	$3K	Sell	300 -600	-67%	-$6K	﹤0.01%	317
2022 Q1	$13K	Hold	900	–	–	0.01%	272
2021 Q4	$19K	Hold	900	–	–	0.01%	255
2021 Q3	$21K	Hold	900	–	–	0.01%	238
2021 Q2	$19K	Hold	900	–	–	0.01%	275
2021 Q1	$18K	Hold	900	–	–	0.01%	240
2020 Q4	$14K	Hold	900	–	–	0.01%	246
2020 Q3	$9K	Hold	900	–	–	0.01%	239
2020 Q2	$22K	Hold	900	–	–	0.01%	192
2020 Q1	$22K	Hold	900	–	–	0.02%	175
2019 Q4	$16K	Hold	900	–	–	0.01%	233
2019 Q3	$13K	Buy	+900	New	+$13K	0.01%	247