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 |
|