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Mark Sheptoff Financial Planning’s First United FUNC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio FUNC Stock Details FUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,000
Closed -$17K – 386
2017
Q4 		$17K Hold
1,000
– – 0.01% 244
2017
Q3 		$17K Hold
1,000
– – 0.01% 249
2017
Q2 		$15K Sell
1,000
-1
-0.1% -$15 0.01% 250
2017
Q1 		$15K Buy
+1,001
New +$15K 0.01% 251