Advance Capital I’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,700
| Closed | -$200K | – | 155 |
|
|
2015
Q4 | $200K | Sell |
9,700
-5,200
| -35% | -$107K | 0.19% | 148 |
|
|
2015
Q3 | $296K | Sell |
14,900
-12,300
| -45% | -$244K | 0.24% | 167 |
|
|
2015
Q2 | $566K | Sell |
27,200
-8,900
| -25% | -$185K | 0.37% | 165 |
|
|
2015
Q1 | $842K | Sell |
36,100
-2,400
| -6% | -$56K | 0.52% | 107 |
|
|
2014
Q4 | $938K | Sell |
38,500
-17,800
| -32% | -$434K | 0.5% | 110 |
|
|
2014
Q3 | $1.41M | Hold |
56,300
| – | – | 0.69% | 92 |
|
|
2014
Q2 | $1.56M | Buy |
+56,300
| New | +$1.56M | 0.73% | 84 |
|