Mark Sheptoff Financial Planning’s Diebold Nixdorf Incorporated DBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,500	Closed	-$1.8K	–	407
2023 Q1	$1.8K	Hold	1,500	–	–	﹤0.01%	346
2022 Q4	$2.13K	Hold	1,500	–	–	﹤0.01%	350
2022 Q3	$4K	Hold	1,500	–	–	﹤0.01%	307
2022 Q2	$3K	Hold	1,500	–	–	﹤0.01%	331
2022 Q1	$10K	Hold	1,500	–	–	0.01%	300
2021 Q4	$14K	Hold	1,500	–	–	0.01%	288
2021 Q3	$15K	Hold	1,500	–	–	0.01%	274
2021 Q2	$19K	Hold	1,500	–	–	0.01%	277
2021 Q1	$21K	Hold	1,500	–	–	0.01%	231
2020 Q4	$16K	Hold	1,500	–	–	0.01%	238
2020 Q3	$11K	Hold	1,500	–	–	0.01%	233
2020 Q2	$9K	Hold	1,500	–	–	0.01%	267
2020 Q1	$5K	Hold	1,500	–	–	﹤0.01%	276
2019 Q4	$16K	Hold	1,500	–	–	0.01%	240
2019 Q3	$17K	Hold	1,500	–	–	0.01%	227
2019 Q2	$14K	Hold	1,500	–	–	0.01%	245
2019 Q1	$17K	Hold	1,500	–	–	0.01%	221
2018 Q4	$4K	Hold	1,500	–	–	﹤0.01%	292
2018 Q3	$7K	Hold	1,500	–	–	﹤0.01%	314
2018 Q2	$18K	Hold	1,500	–	–	0.01%	232
2018 Q1	$23K	Hold	1,500	–	–	0.02%	223
2017 Q4	$25K	Hold	1,500	–	–	0.02%	226
2017 Q3	$34K	Hold	1,500	–	–	0.02%	206
2017 Q2	$42K	Sell	1,500 -1	-0.1%	-$28	0.03%	181
2017 Q1	$46K	Buy	1,501 +1	+0.1%	+$31	0.03%	187
2016 Q4	$38K	Hold	1,500	–	–	0.03%	192
2016 Q3	$37K	Hold	1,500	–	–	0.03%	186
2016 Q2	$37K	Hold	1,500	–	–	0.03%	175
2016 Q1	$43K	Hold	1,500	–	–	0.04%	163
2015 Q4	$45K	Hold	1,500	–	–	0.04%	174
2015 Q3	$45K	Hold	1,500	–	–	0.04%	165
2015 Q2	$53K	Hold	1,500	–	–	0.04%	169
2015 Q1	$53K	Hold	1,500	–	–	0.04%	165
2014 Q4	$52K	Hold	1,500	–	–	0.05%	165
2014 Q3	$53K	Hold	1,500	–	–	0.05%	168
2014 Q2	$60K	Hold	1,500	–	–	0.05%	167
2014 Q1	$60K	Buy	+1,500	New	+$60K	0.05%	171