MSFP
Mark Sheptoff Financial Planning’s EnerSys ENS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Hold |
1,650
| – | – | 0.08% | 105 |
|
|
2025
Q1 | $151K | Hold |
1,650
| – | – | 0.08% | 101 |
|
|
2024
Q4 | $153K | Hold |
1,650
| – | – | 0.08% | 103 |
|
|
2024
Q3 | $168K | Hold |
1,650
| – | – | 0.09% | 100 |
|
|
2024
Q2 | $171K | Hold |
1,650
| – | – | 0.1% | 100 |
|
|
2024
Q1 | $156K | Hold |
1,650
| – | – | 0.09% | 113 |
|
|
2023
Q4 | $167K | Hold |
1,650
| – | – | 0.1% | 99 |
|
|
2023
Q3 | $156K | Hold |
1,650
| – | – | 0.1% | 98 |
|
|
2023
Q2 | $179K | Sell |
1,650
-75
| -4% | -$8.14K | 0.1% | 100 |
|
|
2023
Q1 | $150K | Hold |
1,725
| – | – | 0.09% | 103 |
|
|
2022
Q4 | $127K | Hold |
1,725
| – | – | 0.07% | 104 |
|
|
2022
Q3 | $100K | Hold |
1,725
| – | – | 0.06% | 106 |
|
|
2022
Q2 | $102K | Hold |
1,725
| – | – | 0.06% | 114 |
|
|
2022
Q1 | $129K | Hold |
1,725
| – | – | 0.06% | 124 |
|
|
2021
Q4 | $136K | Sell |
1,725
-550
| -24% | -$43.4K | 0.06% | 123 |
|
|
2021
Q3 | $169K | Sell |
2,275
-300
| -12% | -$22.3K | 0.09% | 114 |
|
|
2021
Q2 | $252K | Sell |
2,575
-325
| -11% | -$31.8K | 0.14% | 86 |
|
|
2021
Q1 | $263K | Hold |
2,900
| – | – | 0.15% | 82 |
|
|
2020
Q4 | $241K | Hold |
2,900
| – | – | 0.14% | 88 |
|
|
2020
Q3 | $195K | Hold |
2,900
| – | – | 0.12% | 86 |
|
|
2020
Q2 | $187K | Hold |
2,900
| – | – | 0.12% | 91 |
|
|
2020
Q1 | $144K | Hold |
2,900
| – | – | 0.11% | 91 |
|
|
2019
Q4 | $217K | Hold |
2,900
| – | – | 0.14% | 87 |
|
|
2019
Q3 | $191K | Hold |
2,900
| – | – | 0.13% | 92 |
|
|
2019
Q2 | $199K | Sell |
2,900
-400
| -12% | -$27.4K | 0.14% | 98 |
|
|
2019
Q1 | $215K | Hold |
3,300
| – | – | 0.15% | 91 |
|
|
2018
Q4 | $256K | Hold |
3,300
| – | – | 0.21% | 72 |
|
|
2018
Q3 | $288K | Hold |
3,300
| – | – | 0.2% | 84 |
|
|
2018
Q2 | $246K | Hold |
3,300
| – | – | 0.18% | 89 |
|
|
2018
Q1 | $229K | Hold |
3,300
| – | – | 0.16% | 95 |
|
|
2017
Q4 | $230K | Sell |
3,300
-628
| -16% | -$43.8K | 0.15% | 97 |
|
|
2017
Q3 | $272K | Buy |
3,928
+1
| +0% | +$69 | 0.18% | 98 |
|
|
2017
Q2 | $284K | Buy |
3,927
+1
| +0% | +$72 | 0.2% | 94 |
|
|
2017
Q1 | $310K | Buy |
3,926
+2
| +0.1% | +$158 | 0.22% | 84 |
|
|
2016
Q4 | $306K | Buy |
3,924
+2
| +0.1% | +$156 | 0.23% | 81 |
|
|
2016
Q3 | $271K | Buy |
3,922
+1
| +0% | +$69 | 0.2% | 82 |
|
|
2016
Q2 | $233K | Buy |
3,921
+2
| +0.1% | +$119 | 0.17% | 83 |
|
|
2016
Q1 | $218K | Sell |
3,919
-198
| -5% | -$11K | 0.18% | 82 |
|
|
2015
Q4 | $230K | Buy |
4,117
+2
| +0% | +$112 | 0.19% | 86 |
|
|
2015
Q3 | $220K | Buy |
4,115
+2
| +0% | +$107 | 0.19% | 85 |
|
|
2015
Q2 | $289K | Buy |
4,113
+1
| +0% | +$70 | 0.23% | 86 |
|
|
2015
Q1 | $264K | Buy |
4,112
+2
| +0% | +$128 | 0.22% | 88 |
|
|
2014
Q4 | $254K | Buy |
4,110
+2
| +0% | +$124 | 0.22% | 90 |
|
|
2014
Q3 | $241K | Buy |
4,108
+1
| +0% | +$59 | 0.21% | 96 |
|
|
2014
Q2 | $282K | Buy |
4,107
+2
| +0% | +$137 | 0.24% | 89 |
|
|
2014
Q1 | $284K | Buy |
+4,105
| New | +$284K | 0.25% | 88 |
|