Geneos Wealth Management’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,117
| Closed | -$15K | – | 2845 |
|
|
2021
Q3 | $15K | Buy |
2,117
+14
| +0.7% | +$99 | ﹤0.01% | 2066 |
|
|
2021
Q2 | $17K | Sell |
2,103
-346
| -14% | -$2.8K | ﹤0.01% | 1997 |
|
|
2021
Q1 | $18K | Buy |
2,449
+103
| +4% | +$757 | ﹤0.01% | 2132 |
|
|
2020
Q4 | $17K | Buy |
2,346
+285
| +14% | +$2.07K | ﹤0.01% | 2003 |
|
|
2020
Q3 | $10K | Sell |
2,061
-282
| -12% | -$1.37K | ﹤0.01% | 1950 |
|
|
2020
Q2 | $5K | Buy |
2,343
+639
| +38% | +$1.36K | ﹤0.01% | 2157 |
|
|
2020
Q1 | $3K | Buy |
1,704
+365
| +27% | +$643 | ﹤0.01% | 2192 |
|
|
2019
Q4 | $5K | Buy |
1,339
+11
| +0.8% | +$41 | ﹤0.01% | 2197 |
|
|
2019
Q3 | $5K | Buy |
1,328
+12
| +0.9% | +$45 | ﹤0.01% | 2109 |
|
|
2019
Q2 | $5K | Sell |
1,316
-665
| -34% | -$2.53K | ﹤0.01% | 2123 |
|
|
2019
Q1 | $13K | Buy |
1,981
+1,094
| +123% | +$7.18K | ﹤0.01% | 1748 |
|
|
2018
Q4 | $5K | Hold |
887
| – | – | ﹤0.01% | 1994 |
|
|
2018
Q3 | $6K | Hold |
887
| – | – | ﹤0.01% | 2023 |
|
|
2018
Q2 | $7K | Hold |
887
| – | – | ﹤0.01% | 1839 |
|
|
2018
Q1 | $9K | Sell |
887
-16
| -2% | -$162 | ﹤0.01% | 1689 |
|
|
2017
Q4 | $10K | Buy |
903
+4
| +0.4% | +$44 | ﹤0.01% | 1639 |
|
|
2017
Q3 | $12K | Hold |
899
| – | – | ﹤0.01% | 1517 |
|
|
2017
Q2 | $13K | Hold |
899
| – | – | ﹤0.01% | 1441 |
|
|
2017
Q1 | $11K | Hold |
899
| – | – | ﹤0.01% | 1454 |
|
|
2016
Q4 | $13K | Hold |
899
| – | – | ﹤0.01% | 1352 |
|
|
2016
Q3 | $16K | Hold |
899
| – | – | ﹤0.01% | 1215 |
|
|
2016
Q2 | $15K | Sell |
899
-107
| -11% | -$1.79K | ﹤0.01% | 1203 |
|
|
2016
Q1 | $21K | Buy |
+1,006
| New | +$21K | ﹤0.01% | 1080 |
|