IMA Advisory Services’s Pitney Bowes PBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-216,257
Closed -$1.85M 423
2018
Q2
$1.85M Buy
216,257
+122,220
+130% +$1.05M 0.77% 52
2018
Q1
$1.02M Buy
94,037
+33,403
+55% +$364K 0.46% 75
2017
Q4
$678K Sell
60,634
-61,813
-50% -$691K 0.3% 91
2017
Q3
$1.72M Buy
122,447
+43,228
+55% +$605K 0.8% 47
2017
Q2
$1.2M Sell
79,219
-9,623
-11% -$145K 0.58% 65
2017
Q1
$1.17M Buy
88,842
+30,169
+51% +$396K 0.59% 62
2016
Q4
$891K Buy
+58,673
New +$891K 0.55% 60