Mark Sheptoff Financial Planning’s Liberty Property Trust LPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-415
| Closed | -$25K | – | 396 |
|
|
2019
Q4 | $25K | Hold |
415
| – | – | 0.02% | 196 |
|
|
2019
Q3 | $21K | Buy |
415
+215
| +108% | +$11.1K | 0.01% | 209 |
|
|
2019
Q2 | $10K | Hold |
200
| – | – | 0.01% | 267 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | 0.01% | 268 |
|
|
2018
Q4 | $8K | Hold |
200
| – | – | 0.01% | 260 |
|
|
2018
Q3 | $8K | Hold |
200
| – | – | 0.01% | 309 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | 0.01% | 293 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | 0.01% | 314 |
|
|
2017
Q4 | $9K | Hold |
200
| – | – | 0.01% | 291 |
|
|
2017
Q3 | $8K | Hold |
200
| – | – | 0.01% | 305 |
|
|
2017
Q2 | $8K | Sell |
200
-1
| -0.5% | -$41 | 0.01% | 289 |
|
|
2017
Q1 | $8K | Buy |
201
+1
| +0.5% | +$39 | 0.01% | 289 |
|
|
2016
Q4 | $8K | Hold |
200
| – | – | 0.01% | 279 |
|
|
2016
Q3 | $8K | Hold |
200
| – | – | 0.01% | 272 |
|
|
2016
Q2 | $8K | Hold |
200
| – | – | 0.01% | 261 |
|
|
2016
Q1 | $7K | Hold |
200
| – | – | 0.01% | 268 |
|
|
2015
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 299 |
|
|
2015
Q3 | $6K | Hold |
200
| – | – | 0.01% | 280 |
|
|
2015
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 299 |
|
|
2015
Q1 | $7K | Hold |
200
| – | – | 0.01% | 285 |
|
|
2014
Q4 | $8K | Hold |
200
| – | – | 0.01% | 275 |
|
|
2014
Q3 | $7K | Hold |
200
| – | – | 0.01% | 293 |
|
|
2014
Q2 | $8K | Hold |
200
| – | – | 0.01% | 291 |
|
|
2014
Q1 | $7K | Buy |
+200
| New | +$7.24K | 0.01% | 303 |
|
Other funds holding LPT
Mark Sheptoff Financial Planning's LPT Position: Q1 2020 in Review
Mark Sheptoff Financial Planning sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 415 shares — an estimated $25K sold.
Mark Sheptoff Financial Planning first reported a position in LPT in Q1 2014 and held it in 24 quarters. The position peaked at $25K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.
- Mark Sheptoff Financial Planning reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
- Mark Sheptoff Financial Planning sold 415 Liberty Property Trust shares in Q1 2020, an estimated $25K.
- Mark Sheptoff Financial Planning first reported a position in Liberty Property Trust in Q1 2014 and held it in 24 quarters.
- Mark Sheptoff Financial Planning's Liberty Property Trust position peaked at $25K in Q4 2019.
- 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.