Key shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Key (KEY) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Key
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Quarterly reported holdings in Key by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $16k | 1.0k | 15.95 |
| 2023-09-30 | $16k | 1.0k | 15.95 |
| 2023-06-30 | $16k | 1.0k | 15.95 |
| 2023-03-31 | $16k | 1.0k | 15.95 |
| 2022-12-31 | $16k | 1.0k | 15.95 |
| 2022-09-30 | $16k | 1.0k | 16.00 |
| 2022-06-30 | $16k | 1.0k | 16.00 |
| 2022-03-31 | $16k | 1.0k | 16.00 |
| 2021-12-31 | $16k | 1.0k | 16.00 |
| 2021-09-30 | $16k | 1.0k | 16.00 |
| 2021-06-30 | $16k | 1.0k | 16.00 |
| 2021-03-31 | $16k | 1.0k | 16.00 |
| 2020-12-31 | $16k | 1.0k | 16.00 |
| 2020-09-30 | $17k | 1.4k | 12.14 |
| 2020-06-30 | $26k | 2.1k | 12.38 |
| 2020-03-31 | $10k | 1.0k | 10.00 |
| 2019-12-31 | $20k | 1.0k | 20.00 |
| 2019-09-30 | $18k | 1.0k | 18.00 |
| 2019-06-30 | $18k | 1.0k | 18.00 |
| 2019-03-31 | $16k | 1.0k | 16.00 |
| 2018-12-31 | $15k | 1.0k | 15.00 |
| 2018-09-30 | $20k | 1.0k | 20.00 |
| 2018-06-30 | $20k | 1.0k | 20.00 |
| 2018-03-31 | $20k | 1.0k | 20.00 |
| 2017-12-31 | $20k | 1.0k | 20.00 |
| 2017-09-30 | $19k | 1.0k | 19.00 |
| 2017-06-30 | $19k | 1.0k | 19.00 |
| 2017-03-31 | $18k | 1.0k | 17.98 |
| 2016-12-31 | $18k | 1.0k | 18.00 |
| 2016-09-30 | $12k | 1.0k | 12.00 |
| 2016-06-30 | $11k | 1.0k | 11.00 |
| 2016-03-31 | $11k | 1.0k | 11.00 |
| 2015-12-31 | $16k | 1.2k | 13.52 |
| 2015-09-30 | $35k | 2.7k | 13.05 |
| 2015-06-30 | $38k | 2.5k | 15.20 |
| 2015-03-31 | $35k | 2.5k | 14.00 |
| 2014-12-31 | $73k | 5.3k | 13.86 |
| 2014-09-30 | $301k | 23k | 13.34 |
| 2014-06-30 | $338k | 24k | 14.35 |
| 2014-03-31 | $425k | 30k | 14.23 |
More positions owned by Mark Sheptoff Financial Planning
View all positions for Mark Sheptoff Financial Planning