HWA
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Heritage Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Heritage Wealth Advisors’s Portfolio PBI Stock Details PBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,000
Closed -$66K – 570
2023
Q4 		$66K Buy
+15,000
New +$66K ﹤0.01% 311