Mark Sheptoff Financial Planning’s AdvanSix ASIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262	Hold	10	–	–	﹤0.01%	502
2025 Q4	$173	Hold	10	–	–	﹤0.01%	500
2025 Q3	$194	Hold	10	–	–	﹤0.01%	476
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%	-$490	﹤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	$1.06K	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%	+$552	﹤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%	-$28	﹤0.01%	360
2017 Q1	$0	Buy	15 +1	+7%	+$26	﹤0.01%	362
2016 Q4	$0	Buy	+14	New	+$252	﹤0.01%	355