Mark Sheptoff Financial Planning’s PNC Financial Services PNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-28	Closed	-$4.35K	–	455
2024 Q2	$4.35K	Hold	28	–	–	﹤0.01%	371
2024 Q1	$4.53K	Hold	28	–	–	﹤0.01%	336
2023 Q4	$4.34K	Hold	28	–	–	﹤0.01%	334
2023 Q3	$3.44K	Hold	28	–	–	﹤0.01%	323
2023 Q2	$3.53K	Hold	28	–	–	﹤0.01%	327
2023 Q1	$3.56K	Hold	28	–	–	﹤0.01%	321
2022 Q4	$4.42K	Hold	28	–	–	﹤0.01%	317
2022 Q3	$4K	Hold	28	–	–	﹤0.01%	304
2022 Q2	$4K	Hold	28	–	–	﹤0.01%	311
2022 Q1	$5K	Hold	28	–	–	﹤0.01%	342
2021 Q4	$6K	Buy	+28	New	+$6K	﹤0.01%	359
2020 Q1	–	Sell	-439	Closed	-$70K	–	373
2019 Q4	$70K	Hold	439	–	–	0.04%	130
2019 Q3	$62K	Hold	439	–	–	0.04%	132
2019 Q2	$60K	Hold	439	–	–	0.04%	143
2019 Q1	$54K	Hold	439	–	–	0.04%	145
2018 Q4	$51K	Hold	439	–	–	0.04%	133
2018 Q3	$60K	Hold	439	–	–	0.04%	150
2018 Q2	$59K	Hold	439	–	–	0.04%	146
2018 Q1	$66K	Hold	439	–	–	0.05%	146
2017 Q4	$63K	Hold	439	–	–	0.04%	164
2017 Q3	$59K	Hold	439	–	–	0.04%	167
2017 Q2	$55K	Sell	439 -1	-0.2%	-$125	0.04%	168
2017 Q1	$53K	Buy	440 +1	+0.2%	+$120	0.04%	178
2016 Q4	$51K	Hold	439	–	–	0.04%	176
2016 Q3	$40K	Hold	439	–	–	0.03%	181
2016 Q2	$36K	Hold	439	–	–	0.03%	176
2016 Q1	$37K	Sell	439 -140	-24%	-$11.8K	0.03%	171
2015 Q4	$55K	Hold	579	–	–	0.04%	162
2015 Q3	$52K	Buy	579 +140	+32%	+$12.6K	0.05%	157
2015 Q2	$42K	Hold	439	–	–	0.03%	178
2015 Q1	$41K	Hold	439	–	–	0.03%	179
2014 Q4	$40K	Hold	439	–	–	0.04%	181
2014 Q3	$38K	Hold	439	–	–	0.03%	184
2014 Q2	$39K	Hold	439	–	–	0.03%	189
2014 Q1	$38K	Buy	+439	New	+$38K	0.03%	199