First Mercantile Trust’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $109K | Buy |
15,105
+3,467
| +30% | +$25K | 0.01% | 628 |
|
|
2021
Q2 | $102K | Buy |
11,638
+3,519
| +43% | +$30.8K | 0.01% | 674 |
|
|
2021
Q1 | $67K | Buy |
+8,119
| New | +$67K | 0.01% | 750 |
|
|
2014
Q4 | – | Sell |
-32,000
| Closed | -$800K | – | 1134 |
|
|
2014
Q3 | $800K | Sell |
32,000
-31,700
| -50% | -$793K | 0.06% | 397 |
|
|
2014
Q2 | $1.76M | Sell |
63,700
-15,300
| -19% | -$422K | 0.14% | 189 |
|
|
2014
Q1 | $2.05M | Sell |
79,000
-9,200
| -10% | -$239K | 0.15% | 179 |
|
|
2013
Q4 | $2.06M | Sell |
88,200
-10,900
| -11% | -$254K | 0.16% | 157 |
|
|
2013
Q3 | $1.8M | Sell |
99,100
-700
| -0.7% | -$12.7K | 0.15% | 176 |
|
|
2013
Q2 | $1.47M | Buy |
+99,800
| New | +$1.47M | 0.13% | 231 |
|