MSFP
Mark Sheptoff Financial Planning’s AdvanSix ASIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238 | Hold |
10
| – | – | ﹤0.01% | 505 |
|
|
2025
Q1 | $227 | Hold |
10
| – | – | ﹤0.01% | 439 |
|
|
2024
Q4 | $285 | Hold |
10
| – | – | ﹤0.01% | 424 |
|
|
2024
Q3 | $304 | Sell |
10
-18
| -64% | -$547 | ﹤0.01% | 419 |
|
|
2024
Q2 | $642 | Hold |
28
| – | – | ﹤0.01% | 411 |
|
|
2024
Q1 | $801 | Hold |
28
| – | – | ﹤0.01% | 382 |
|
|
2023
Q4 | $839 | Hold |
28
| – | – | ﹤0.01% | 375 |
|
|
2023
Q3 | $870 | Hold |
28
| – | – | ﹤0.01% | 358 |
|
|
2023
Q2 | $979 | Hold |
28
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $1.07K | Hold |
28
| – | – | ﹤0.01% | 360 |
|
|
2022
Q4 | $1.07K | Hold |
28
| – | – | ﹤0.01% | 365 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 353 |
|
|
2022
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 399 |
|
|
2021
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 428 |
|
|
2021
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 377 |
|
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 397 |
|
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 357 |
|
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 336 |
|
|
2020
Q3 | $0 | Hold |
28
| – | – | ﹤0.01% | 326 |
|
|
2020
Q2 | $0 | Hold |
28
| – | – | ﹤0.01% | 355 |
|
|
2020
Q1 | $0 | Hold |
28
| – | – | ﹤0.01% | 341 |
|
|
2019
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 350 |
|
|
2019
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 343 |
|
|
2019
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 331 |
|
|
2019
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 333 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 313 |
|
|
2018
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 349 |
|
|
2018
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 352 |
|
|
2018
Q1 | $1K | Buy |
28
+14
| +100% | +$500 | ﹤0.01% | 366 |
|
|
2017
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 358 |
|
|
2017
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 358 |
|
|
2017
Q2 | $0 | Sell |
14
-1
| -7% | – | ﹤0.01% | 360 |
|
|
2017
Q1 | $0 | Buy |
15
+1
| +7% | – | ﹤0.01% | 362 |
|
|
2016
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 355 |
|