Mark Sheptoff Financial Planning’s Monsanto Co MON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,000
| Closed | -$233K | – | 404 |
|
|
2018
Q1 | $233K | Hold |
2,000
| – | – | 0.16% | 93 |
|
|
2017
Q4 | $234K | Hold |
2,000
| – | – | 0.15% | 96 |
|
|
2017
Q3 | $240K | Hold |
2,000
| – | – | 0.16% | 103 |
|
|
2017
Q2 | $237K | Sell |
2,000
-1
| -0% | -$119 | 0.16% | 100 |
|
|
2017
Q1 | $226K | Buy |
2,001
+1
| +0.1% | +$113 | 0.16% | 97 |
|
|
2016
Q4 | $210K | Hold |
2,000
| – | – | 0.16% | 97 |
|
|
2016
Q3 | $204K | Hold |
2,000
| – | – | 0.15% | 101 |
|
|
2016
Q2 | $207K | Hold |
2,000
| – | – | 0.15% | 89 |
|
|
2016
Q1 | $175K | Hold |
2,000
| – | – | 0.14% | 92 |
|
|
2015
Q4 | $197K | Sell |
2,000
-550
| -22% | -$54.2K | 0.16% | 90 |
|
|
2015
Q3 | $218K | Sell |
2,550
-161
| -6% | -$13.8K | 0.19% | 86 |
|
|
2015
Q2 | $289K | Buy |
2,711
+11
| +0.4% | +$1.17K | 0.23% | 88 |
|
|
2015
Q1 | $304K | Sell |
2,700
-200
| -7% | -$22.5K | 0.25% | 81 |
|
|
2014
Q4 | $346K | Hold |
2,900
| – | – | 0.31% | 74 |
|
|
2014
Q3 | $326K | Hold |
2,900
| – | – | 0.29% | 83 |
|
|
2014
Q2 | $362K | Sell |
2,900
-103
| -3% | -$12.9K | 0.31% | 80 |
|
|
2014
Q1 | $342K | Buy |
+3,003
| New | +$342K | 0.3% | 78 |
|