Freestone Capital Holdings’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-19,877
| Closed | -$216K | – | 344 |
|
|
2018
Q1 | $216K | Sell |
19,877
-170,576
| -90% | -$1.85M | 0.01% | 319 |
|
|
2017
Q4 | $2.13M | Sell |
190,453
-849,320
| -82% | -$9.49M | 0.15% | 147 |
|
|
2017
Q3 | $14.6M | Sell |
1,039,773
-5,673
| -0.5% | -$79.5K | 1.04% | 27 |
|
|
2017
Q2 | $15.8M | Buy |
1,045,446
+1,001,026
| +2,254% | +$15.1M | 1.23% | 25 |
|
|
2017
Q1 | $583K | Buy |
44,420
+13,672
| +44% | +$179K | 0.05% | 254 |
|
|
2016
Q4 | $467K | Hold |
30,748
| – | – | 0.04% | 272 |
|
|
2016
Q3 | $559K | Sell |
30,748
-5,424
| -15% | -$98.6K | 0.05% | 248 |
|
|
2016
Q2 | $644K | Hold |
36,172
| – | – | 0.06% | 221 |
|
|
2016
Q1 | $780K | Sell |
36,172
-25,991
| -42% | -$560K | 0.08% | 201 |
|
|
2015
Q4 | $1.28M | Buy |
62,163
+15,764
| +34% | +$325K | 0.13% | 127 |
|
|
2015
Q3 | $921K | Buy |
46,399
+15,212
| +49% | +$302K | 0.1% | 159 |
|
|
2015
Q2 | $649K | Sell |
31,187
-9,164
| -23% | -$191K | 0.1% | 150 |
|
|
2015
Q1 | $941K | Buy |
40,351
+17,059
| +73% | +$398K | 0.15% | 103 |
|
|
2014
Q4 | $568K | Buy |
+23,292
| New | +$568K | 0.09% | 117 |
|