Mark Sheptoff Financial Planning’s Box BOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,600	Closed	-$75K	–	331
2020 Q2	$75K	Buy	+3,600	New	+$75K	0.05%	129