MSFP
Mark Sheptoff Financial Planning’s STMicroelectronics STM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-400
| Closed | -$15.7K | – | 459 |
|
|
2024
Q2 | $15.7K | Hold |
400
| – | – | 0.01% | 273 |
|
|
2024
Q1 | $17.3K | Hold |
400
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $20.1K | Sell |
400
-100
| -20% | -$5.01K | 0.01% | 228 |
|
|
2023
Q3 | $21.6K | Sell |
500
-5,500
| -92% | -$237K | 0.01% | 202 |
|
|
2023
Q2 | $300K | Hold |
6,000
| – | – | 0.17% | 75 |
|
|
2023
Q1 | $321K | Buy |
+6,000
| New | +$321K | 0.19% | 76 |
|
|
2018
Q4 | – | Sell |
-6,175
| Closed | -$113K | – | 356 |
|
|
2018
Q3 | $113K | Buy |
6,175
+1,400
| +29% | +$25.6K | 0.08% | 125 |
|
|
2018
Q2 | $106K | Sell |
4,775
-1,550
| -25% | -$34.4K | 0.08% | 122 |
|
|
2018
Q1 | $141K | Buy |
6,325
+1,600
| +34% | +$35.7K | 0.1% | 116 |
|
|
2017
Q4 | $103K | Buy |
4,725
+700
| +17% | +$15.3K | 0.07% | 135 |
|
|
2017
Q3 | $78K | Buy |
4,025
+1,500
| +59% | +$29.1K | 0.05% | 157 |
|
|
2017
Q2 | $36K | Sell |
2,525
-1
| -0% | -$14 | 0.02% | 194 |
|
|
2017
Q1 | $39K | Buy |
+2,526
| New | +$39K | 0.03% | 189 |
|