BKS Advisors’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-8,725
| Closed | -$158K | – | 227 |
|
|
2016
Q3 | $158K | Sell |
8,725
-1,500
| -15% | -$27.2K | 0.07% | 179 |
|
|
2016
Q2 | $182K | Hold |
10,225
| – | – | 0.09% | 170 |
|
|
2016
Q1 | $220K | Sell |
10,225
-575
| -5% | -$12.4K | 0.11% | 156 |
|
|
2015
Q4 | $223K | Sell |
10,800
-5,000
| -32% | -$103K | 0.11% | 141 |
|
|
2015
Q3 | $314K | Sell |
15,800
-7,500
| -32% | -$149K | 0.17% | 99 |
|
|
2015
Q2 | $485K | Sell |
23,300
-1,000
| -4% | -$20.8K | 0.23% | 81 |
|
|
2015
Q1 | $567K | Buy |
+24,300
| New | +$567K | 0.27% | 74 |
|