Mark Sheptoff Financial Planning’s Global Partners GLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.5K	Hold	200	–	–	0.01%	330
2025 Q1	$10.7K	Hold	200	–	–	0.01%	315
2024 Q4	$9.31K	Hold	200	–	–	0.01%	322
2024 Q3	$9.31K	Hold	200	–	–	﹤0.01%	314
2024 Q2	$9.13K	Hold	200	–	–	0.01%	323
2024 Q1	$8.88K	Hold	200	–	–	﹤0.01%	301
2023 Q4	$8.46K	Hold	200	–	–	0.01%	299
2023 Q3	$7.06K	Hold	200	–	–	﹤0.01%	289
2023 Q2	$6.15K	Hold	200	–	–	﹤0.01%	305
2023 Q1	$6.2K	Hold	200	–	–	﹤0.01%	297
2022 Q4	$6.95K	Hold	200	–	–	﹤0.01%	294
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	291
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	298
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	341
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	365
2021 Q3	$4K	Sell	200 -200	-50%	-$4K	﹤0.01%	348
2021 Q2	$10K	Hold	400	–	–	0.01%	325
2021 Q1	$9K	Hold	400	–	–	0.01%	295
2020 Q4	$7K	Hold	400	–	–	﹤0.01%	286
2020 Q3	$5K	Hold	400	–	–	﹤0.01%	271
2020 Q2	$4K	Hold	400	–	–	﹤0.01%	306
2020 Q1	$4K	Buy	+400	New	+$4K	﹤0.01%	281
2016 Q3	–	Sell	-200	Closed	-$3K	–	357
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	306
2016 Q1	$3K	Hold	200	–	–	﹤0.01%	301
2015 Q4	$4K	Hold	200	–	–	﹤0.01%	311
2015 Q3	$6K	Hold	200	–	–	0.01%	273
2015 Q2	$6K	Hold	200	–	–	﹤0.01%	296
2015 Q1	$7K	Hold	200	–	–	0.01%	283
2014 Q4	$7K	Hold	200	–	–	0.01%	281
2014 Q3	$8K	Hold	200	–	–	0.01%	280
2014 Q2	$8K	Hold	200	–	–	0.01%	289
2014 Q1	$7K	Buy	+200	New	+$7K	0.01%	301