MSFP
Mark Sheptoff Financial Planning’s Doximity DOCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13K | Hold |
100
| – | – | ﹤0.01% | 385 |
|
|
2025
Q1 | $5.8K | Hold |
100
| – | – | ﹤0.01% | 363 |
|
|
2024
Q4 | $5.34K | Hold |
100
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $4.36K | Hold |
100
| – | – | ﹤0.01% | 370 |
|
|
2024
Q2 | $2.8K | Hold |
100
| – | – | ﹤0.01% | 383 |
|
|
2024
Q1 | $2.69K | Hold |
100
| – | – | ﹤0.01% | 354 |
|
|
2023
Q4 | $2.8K | Hold |
100
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $2.12K | Hold |
100
| – | – | ﹤0.01% | 338 |
|
|
2023
Q2 | $3.4K | Hold |
100
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $3.24K | Hold |
100
| – | – | ﹤0.01% | 326 |
|
|
2022
Q4 | $3.36K | Hold |
100
| – | – | ﹤0.01% | 327 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 312 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 321 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 340 |
|
|
2021
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 363 |
|
|
2021
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 319 |
|