J.P. Morgan Private Wealth Advisors’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-9,351
| Closed | -$202K | – | 1301 |
|
|
2016
Q1 | $202K | Buy |
+9,351
| New | +$202K | ﹤0.01% | 1079 |
|
|
2014
Q1 | – | Sell |
-10,881
| Closed | -$254K | – | 884 |
|
|
2013
Q4 | $254K | Sell |
10,881
-1,840
| -14% | -$43K | 0.01% | 563 |
|
|
2013
Q3 | $231K | Buy |
12,721
+144
| +1% | +$2.62K | 0.01% | 566 |
|
|
2013
Q2 | $185K | Buy |
+12,577
| New | +$185K | ﹤0.01% | 583 |
|