Mark Sheptoff Financial Planning’s Scana SCG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-300	Closed	-$14K	–	376
2018 Q4	$14K	Hold	300	–	–	0.01%	217
2018 Q3	$12K	Hold	300	–	–	0.01%	280
2018 Q2	$12K	Hold	300	–	–	0.01%	267
2018 Q1	$11K	Hold	300	–	–	0.01%	281
2017 Q4	$12K	Sell	300 -500	-63%	-$20K	0.01%	273
2017 Q3	$39K	Hold	800	–	–	0.03%	190
2017 Q2	$54K	Sell	800 -1	-0.1%	-$68	0.04%	172
2017 Q1	$52K	Buy	801 +1	+0.1%	+$65	0.04%	182
2016 Q4	$59K	Hold	800	–	–	0.04%	164
2016 Q3	$58K	Hold	800	–	–	0.04%	164
2016 Q2	$61K	Hold	800	–	–	0.05%	149
2016 Q1	$56K	Hold	800	–	–	0.05%	145
2015 Q4	$48K	Sell	800 -45	-5%	-$2.7K	0.04%	167
2015 Q3	$48K	Buy	845 +45	+6%	+$2.56K	0.04%	161
2015 Q2	$41K	Hold	800	–	–	0.03%	179
2015 Q1	$44K	Hold	800	–	–	0.04%	176
2014 Q4	$48K	Hold	800	–	–	0.04%	173
2014 Q3	$40K	Hold	800	–	–	0.04%	181
2014 Q2	$43K	Hold	800	–	–	0.04%	184
2014 Q1	$41K	Buy	+800	New	+$41K	0.04%	196