Carroll Financial Associates’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1654 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | – | – | 1660 |
|
|
2019
Q2 | $0 | Hold |
200
| – | – | ﹤0.01% | 1673 |
|
|
2019
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 1318 |
|
|
2018
Q4 | $1K | Hold |
200
| – | – | ﹤0.01% | 1244 |
|
|
2018
Q3 | $1K | Sell |
200
-83
| -29% | -$415 | ﹤0.01% | 1266 |
|
|
2018
Q2 | $2K | Sell |
283
-530
| -65% | -$3.75K | ﹤0.01% | 1168 |
|
|
2018
Q1 | $8K | Sell |
813
-500
| -38% | -$4.92K | ﹤0.01% | 893 |
|
|
2017
Q4 | $14K | Sell |
1,313
-1,025
| -44% | -$10.9K | ﹤0.01% | 753 |
|
|
2017
Q3 | $32K | Hold |
2,338
| – | – | ﹤0.01% | 565 |
|
|
2017
Q2 | $35K | Buy |
2,338
+500
| +27% | +$7.49K | ﹤0.01% | 565 |
|
|
2017
Q1 | $24K | Hold |
1,838
| – | – | ﹤0.01% | 620 |
|
|
2016
Q4 | $27K | Hold |
1,838
| – | – | ﹤0.01% | 577 |
|
|
2016
Q3 | $33K | Buy |
1,838
+1,025
| +126% | +$18.4K | 0.01% | 548 |
|
|
2016
Q2 | $14K | Buy |
813
+730
| +880% | +$12.6K | ﹤0.01% | 709 |
|
|
2016
Q1 | $1K | Hold |
83
| – | – | ﹤0.01% | 1083 |
|
|
2015
Q4 | $1K | Hold |
83
| – | – | ﹤0.01% | 1051 |
|
|
2015
Q3 | $1K | Hold |
83
| – | – | ﹤0.01% | 1028 |
|
|
2015
Q2 | $2K | Hold |
83
| – | – | ﹤0.01% | 984 |
|
|
2015
Q1 | $2K | Hold |
83
| – | – | ﹤0.01% | 735 |
|
|
2014
Q4 | $2K | Hold |
83
| – | – | ﹤0.01% | 668 |
|
|
2014
Q3 | $2K | Sell |
83
-83
| -50% | -$2K | ﹤0.01% | 754 |
|
|
2014
Q2 | $5K | Hold |
166
| – | – | ﹤0.01% | 709 |
|
|
2014
Q1 | $4K | Hold |
166
| – | – | ﹤0.01% | 687 |
|
|
2013
Q4 | $3K | Hold |
166
| – | – | ﹤0.01% | 676 |
|
|
2013
Q3 | $3K | Hold |
166
| – | – | ﹤0.01% | 661 |
|
|
2013
Q2 | $2K | Buy |
+166
| New | +$2K | ﹤0.01% | 546 |
|