Mark Sheptoff Financial Planning’s Patriot National Bancorp PNBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-800	Closed	-$12K	–	364
2019 Q1	$12K	Hold	800	–	–	0.01%	256
2018 Q4	$11K	Hold	800	–	–	0.01%	236
2018 Q3	$18K	Hold	800	–	–	0.01%	245
2018 Q2	$16K	Hold	800	–	–	0.01%	240
2018 Q1	$16K	Hold	800	–	–	0.01%	248
2017 Q4	$14K	Hold	800	–	–	0.01%	262
2017 Q3	$13K	Hold	800	–	–	0.01%	272
2017 Q2	$13K	Sell	800 -1	-0.1%	-$16	0.01%	264
2017 Q1	$12K	Buy	801 +1	+0.1%	+$15	0.01%	270
2016 Q4	$11K	Hold	800	–	–	0.01%	266
2016 Q3	$11K	Hold	800	–	–	0.01%	258
2016 Q2	$11K	Hold	800	–	–	0.01%	247
2016 Q1	$10K	Hold	800	–	–	0.01%	251
2015 Q4	$12K	Buy	800 +300	+60%	+$4.81K	0.01%	258
2015 Q3	$8K	Hold	500	–	–	0.01%	264
2015 Q2	$8K	Hold	500	–	–	0.01%	285
2015 Q1	$8K	Hold	500	–	–	0.01%	274
2014 Q4	$8K	Hold	500	–	–	0.01%	272
2014 Q3	$9K	Hold	500	–	–	0.01%	277
2014 Q2	$7K	Hold	500	–	–	0.01%	297
2014 Q1	$6K	Buy	+500	New	+$5.86K	0.01%	310