MSFP
Mark Sheptoff Financial Planning’s Dorman Products DORM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.82K | Buy |
+23
| New | +$2.82K | ﹤0.01% | 445 |
|
2016
Q1 | – | Sell |
-1,250
| Closed | -$59K | – | 366 |
|
2015
Q4 | $59K | Sell |
1,250
-3,400
| -73% | -$160K | 0.05% | 156 |
|
2015
Q3 | $237K | Buy |
4,650
+850
| +22% | +$43.3K | 0.21% | 81 |
|
2015
Q2 | $181K | Buy |
+3,800
| New | +$181K | 0.15% | 107 |
|