MSFP
PEO

Mark Sheptoff Financial Planning’s Adams Natural Resources Fund PEO Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-312
Closed -$7K – 433
2015
Q2 		$7K Buy
+312
New +$7K 0.01% 289