Mark Sheptoff Financial Planning’s Metallus MTUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.5K | Hold |
2,756
| – | – | 0.02% | 197 |
|
|
2025
Q1 | $36.8K | Hold |
2,756
| – | – | 0.02% | 187 |
|
|
2024
Q4 | $38.9K | Hold |
2,756
| – | – | 0.02% | 196 |
|
|
2024
Q3 | $40.9K | Hold |
2,756
| – | – | 0.02% | 181 |
|
|
2024
Q2 | $55.9K | Hold |
2,756
| – | – | 0.03% | 172 |
|
|
2024
Q1 | $61.3K | Hold |
2,756
| – | – | 0.03% | 160 |
|
|
2023
Q4 | $64.6K | Hold |
2,756
| – | – | 0.04% | 143 |
|
|
2023
Q3 | $59.9K | Hold |
2,756
| – | – | 0.04% | 134 |
|
|
2023
Q2 | $59.4K | Hold |
2,756
| – | – | 0.03% | 151 |
|
|
2023
Q1 | $50.5K | Hold |
2,756
| – | – | 0.03% | 152 |
|
|
2022
Q4 | $50.1K | Hold |
2,756
| – | – | 0.03% | 150 |
|
|
2022
Q3 | $41K | Hold |
2,756
| – | – | 0.03% | 158 |
|
|
2022
Q2 | $52K | Hold |
2,756
| – | – | 0.03% | 157 |
|
|
2022
Q1 | $60K | Hold |
2,756
| – | – | 0.03% | 164 |
|
|
2021
Q4 | $45K | Hold |
2,756
| – | – | 0.02% | 185 |
|
|
2021
Q3 | $36K | Hold |
2,756
| – | – | 0.02% | 197 |
|
|
2021
Q2 | $39K | Hold |
2,756
| – | – | 0.02% | 210 |
|
|
2021
Q1 | $32K | Hold |
2,756
| – | – | 0.02% | 200 |
|
|
2020
Q4 | $13K | Hold |
2,756
| – | – | 0.01% | 259 |
|
|
2020
Q3 | $10K | Sell |
2,756
-125
| -4% | -$454 | 0.01% | 238 |
|
|
2020
Q2 | $11K | Hold |
2,881
| – | – | 0.01% | 256 |
|
|
2020
Q1 | $9K | Hold |
2,881
| – | – | 0.01% | 248 |
|
|
2019
Q4 | $23K | Hold |
2,881
| – | – | 0.01% | 206 |
|
|
2019
Q3 | $18K | Hold |
2,881
| – | – | 0.01% | 222 |
|
|
2019
Q2 | $23K | Hold |
2,881
| – | – | 0.02% | 206 |
|
|
2019
Q1 | $31K | Hold |
2,881
| – | – | 0.02% | 183 |
|
|
2018
Q4 | $25K | Hold |
2,881
| – | – | 0.02% | 179 |
|
|
2018
Q3 | $43K | Hold |
2,881
| – | – | 0.03% | 178 |
|
|
2018
Q2 | $47K | Hold |
2,881
| – | – | 0.03% | 165 |
|
|
2018
Q1 | $44K | Hold |
2,881
| – | – | 0.03% | 167 |
|
|
2017
Q4 | $44K | Hold |
2,881
| – | – | 0.03% | 179 |
|
|
2017
Q3 | $48K | Hold |
2,881
| – | – | 0.03% | 178 |
|
|
2017
Q2 | $44K | Sell |
2,881
-1
| -0% | -$15 | 0.03% | 178 |
|
|
2017
Q1 | $54K | Buy |
2,882
+1
| +0% | +$19 | 0.04% | 177 |
|
|
2016
Q4 | $45K | Hold |
2,881
| – | – | 0.03% | 184 |
|
|
2016
Q3 | $30K | Hold |
2,881
| – | – | 0.02% | 197 |
|
|
2016
Q2 | $28K | Hold |
2,881
| – | – | 0.02% | 187 |
|
|
2016
Q1 | $26K | Hold |
2,881
| – | – | 0.02% | 191 |
|
|
2015
Q4 | $24K | Hold |
2,881
| – | – | 0.02% | 210 |
|
|
2015
Q3 | $29K | Sell |
2,881
-175
| -6% | -$1.76K | 0.03% | 193 |
|
|
2015
Q2 | $82K | Sell |
3,056
-75
| -2% | -$2.01K | 0.07% | 152 |
|
|
2015
Q1 | $83K | Sell |
3,131
-6,837
| -69% | -$181K | 0.07% | 144 |
|
|
2014
Q4 | $369K | Hold |
9,968
| – | – | 0.33% | 73 |
|
|
2014
Q3 | $463K | Buy |
+9,968
| New | +$463K | 0.41% | 65 |
|