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  Name: MARK SHEPTOFF FINANCIAL PLANNING LLC
  City: GLASTONBURY
  State: CT
  Zip: 06033
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $165,968,000
  Total Value Change : $10,157,000
  Securities Held Change : 13
   
All Securities Held : 396
  New Positions : 28
  Closed Positions : 16
  Increased Positions : 40
  Unchanged Positions : 282
  Decreased Positions : 46

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Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (LIT)1 Year Chart         LIT Global X Lithium ETF 408 Closed $46.46 $0 0 0% -232,000 -4,200 0    Closed - End Fund - E...
   (CMPS)1 Year Chart         CMPS Compass Pathways Plc 391 Closed $0.00 $0 0 0% 0 -53 0    N/A
   (VIAC)1 Year Chart         VIAC CBS Corp Class B 401 Closed $13.08 $0 0 0% 0 -29 0    Broadcasting - TV
   (RAD)1 Year Chart         RAD Rite Aid Corp 407 Closed $0.13 $0 0 0% -4,000 -8,881 0    Drug Stores
   (HPQ)1 Year Chart         HPQ HP Inc 400 Closed $29.65 $0 0 0% -1,000 -25 0    Diversified Computer ...
   (TWMJF)1 Year Chart         TWMJF Canopy Growth Corporation 406 Closed $0.52 $0 0 0% 0 -50 0    N/A
   (MO)1 Year Chart         MO Altria Group Inc 399 Closed $44.71 $0 0 0% -20,000 -475 0    Cigarettes & Other To...
   (KMX)1 Year Chart         KMX CarMax Inc 405 Closed $71.04 $0 0 0% -14,000 -200 0    Auto Dealerships
   (SBH)1 Year Chart         SBH Sally Beauty Holdings Inc 398 Closed $10.34 $0 0 0% -4,000 -500 0    Specialty Retail, Other
   (MU)1 Year Chart         MU Micron Technology Inc 404 Closed $117.81 $0 0 0% -3,000 -50 0    Semiconductor - Memor...
   (LBRT)1 Year Chart         LBRT Liberty Oilfield Services Inc 410 Closed $22.52 $0 0 0% -9,000 -500 0    N/A
   (DFS)1 Year Chart         DFS Discover Financial Services 395 Closed $124.27 $0 0 0% -24,000 -272 0    Credit Services
   (VMW)1 Year Chart         VMW VMware, Inc. 403 Closed $142.48 $0 0 0% -2,000 -13 0    Technical & System So...
   (XLU)1 Year Chart         XLU SPDR Utilities Select 409 Closed $71.34 $0 0 0% -25,000 -430 0    Closed - End Fund - E...
   (SGEN)1 Year Chart         SGEN Seagen Inc 394 Closed $228.74 $0 0 0% -21,000 -100 0    Biotechnology
   (KTTA)1 Year Chart         KTTA Pasithea Therapeutics Corp. 402 Closed $0.00 $0 0 0% -2,000 -3,323 0    N/A
      16 Records Found
  1    
Page 1 of 1
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