MSFP
SEP

Mark Sheptoff Financial Planning’s Spectra Engy Parters Lp SEP Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,000
Closed -$40K – 441
2015
Q3 		$40K Hold
1,000
– – 0.04% 173
2015
Q2 		$46K Hold
1,000
– – 0.04% 173
2015
Q1 		$52K Hold
1,000
– – 0.04% 167
2014
Q4 		$57K Buy
+1,000
New +$57K 0.05% 160