B. Riley Wealth Advisors’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-87,920
| Closed | -$447K | – | 1390 |
|
|
2024
Q2 | $447K | Sell |
87,920
-11,036
| -11% | -$56.1K | 0.01% | 866 |
|
|
2024
Q1 | $299K | Buy |
98,956
+9,222
| +10% | +$27.9K | 0.01% | 1041 |
|
|
2023
Q4 | $395K | Sell |
89,734
-9,222
| -9% | -$40.6K | 0.01% | 929 |
|
|
2023
Q3 | $299K | Sell |
98,956
-5,903
| -6% | -$17.8K | 0.01% | 1041 |
|
|
2023
Q2 | $371K | Sell |
104,859
-9,667
| -8% | -$34.2K | 0.01% | 1013 |
|
|
2023
Q1 | $446K | Sell |
114,526
-3,540
| -3% | -$13.8K | 0.01% | 858 |
|
|
2022
Q4 | $449K | Sell |
118,066
-7,223
| -6% | -$27.4K | 0.01% | 837 |
|
|
2022
Q3 | $292K | Sell |
125,289
-7,125
| -5% | -$16.6K | 0.01% | 1018 |
|
|
2022
Q2 | $480K | Sell |
132,414
-1,634
| -1% | -$5.92K | 0.02% | 677 |
|
|
2022
Q1 | $698K | Sell |
134,048
-6,575
| -5% | -$34.2K | 0.02% | 591 |
|
|
2021
Q4 | $933K | Sell |
140,623
-3,571
| -2% | -$23.7K | 0.03% | 547 |
|
|
2021
Q3 | $1.04M | Buy |
144,194
+5,643
| +4% | +$40.7K | 0.03% | 506 |
|
|
2021
Q2 | $1.22M | Buy |
138,551
+14,281
| +11% | +$125K | 0.04% | 457 |
|
|
2021
Q1 | $1.02M | Buy |
124,270
+46,278
| +59% | +$381K | 0.04% | 472 |
|
|
2020
Q4 | $481K | Buy |
77,992
+10,742
| +16% | +$66.2K | 0.03% | 550 |
|
|
2020
Q3 | $358K | Buy |
+67,250
| New | +$358K | 0.02% | 657 |
|
|
2015
Q1 | – | Sell |
-1,258
| Closed | -$31 | – | 1551 |
|
|
2014
Q4 | $31 | Buy |
+1,258
| New | +$31 | ﹤0.01% | 2340 |
|
|
2014
Q3 | – | Sell |
-967
| Closed | -$26.7K | – | 1513 |
|
|
2014
Q2 | $26.7K | Buy |
+967
| New | +$26.7K | 0.01% | 1337 |
|