EWM
Evercore Wealth Management’s Pitney Bowes PBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,060
| Closed | -$15K | – | 926 |
|
|
2017
Q3 | $15K | Hold |
1,060
| – | – | ﹤0.01% | 753 |
|
|
2017
Q2 | $16K | Hold |
1,060
| – | – | ﹤0.01% | 746 |
|
|
2017
Q1 | $14K | Hold |
1,060
| – | – | ﹤0.01% | 796 |
|
|
2016
Q4 | $16K | Sell |
1,060
-100
| -9% | -$1.51K | ﹤0.01% | 780 |
|
|
2016
Q3 | $21K | Buy |
1,160
+100
| +9% | +$1.81K | ﹤0.01% | 762 |
|
|
2016
Q2 | $19K | Hold |
1,060
| – | – | ﹤0.01% | 765 |
|
|
2016
Q1 | $23K | Hold |
1,060
| – | – | ﹤0.01% | 699 |
|
|
2015
Q4 | $22K | Hold |
1,060
| – | – | ﹤0.01% | 749 |
|
|
2015
Q3 | $21K | Hold |
1,060
| – | – | ﹤0.01% | 731 |
|
|
2015
Q2 | $22K | Hold |
1,060
| – | – | ﹤0.01% | 778 |
|
|
2015
Q1 | $25K | Hold |
1,060
| – | – | ﹤0.01% | 749 |
|
|
2014
Q4 | $26K | Hold |
1,060
| – | – | ﹤0.01% | 631 |
|
|
2014
Q3 | $26K | Hold |
1,060
| – | – | ﹤0.01% | 701 |
|
|
2014
Q2 | $29K | Hold |
1,060
| – | – | ﹤0.01% | 684 |
|
|
2014
Q1 | $28K | Buy |
+1,060
| New | +$28K | ﹤0.01% | 688 |
|