Kovack Advisors’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,622
| Closed | -$64.7K | – | 613 |
|
|
2023
Q1 | $64.7K | Buy |
+16,622
| New | +$64.7K | 0.01% | 570 |
|
|
2022
Q2 | – | Sell |
-19,022
| Closed | -$98K | – | 677 |
|
|
2022
Q1 | $98K | Buy |
+19,022
| New | +$98K | 0.01% | 689 |
|
|
2021
Q4 | – | Sell |
-21,272
| Closed | -$153K | – | 725 |
|
|
2021
Q3 | $153K | Hold |
21,272
| – | – | 0.02% | 660 |
|
|
2021
Q2 | $187K | Hold |
21,272
| – | – | 0.02% | 647 |
|
|
2021
Q1 | $175K | Sell |
21,272
-1,000
| -4% | -$8.23K | 0.02% | 587 |
|
|
2020
Q4 | $137K | Sell |
22,272
-200
| -0.9% | -$1.23K | 0.02% | 548 |
|
|
2020
Q3 | $119K | Sell |
22,472
-4,850
| -18% | -$25.7K | 0.02% | 450 |
|
|
2020
Q2 | $71K | Sell |
27,322
-3,100
| -10% | -$8.06K | 0.01% | 451 |
|
|
2020
Q1 | $62K | Sell |
30,422
-2,500
| -8% | -$5.1K | 0.01% | 428 |
|
|
2019
Q4 | $133K | Sell |
32,922
-6,087
| -16% | -$24.6K | 0.02% | 467 |
|
|
2019
Q3 | $178K | Buy |
39,009
+7,500
| +24% | +$34.2K | 0.04% | 435 |
|
|
2019
Q2 | $135K | Sell |
31,509
-750
| -2% | -$3.21K | 0.03% | 415 |
|
|
2019
Q1 | $222K | Sell |
32,259
-5,015
| -13% | -$34.5K | 0.06% | 361 |
|
|
2018
Q4 | $220K | Buy |
37,274
+2,382
| +7% | +$14.1K | 0.06% | 326 |
|
|
2018
Q3 | $247K | Buy |
34,892
+18,512
| +113% | +$131K | 0.06% | 336 |
|
|
2018
Q2 | $140K | Buy |
16,380
+4,350
| +36% | +$37.2K | 0.04% | 382 |
|
|
2018
Q1 | $131K | Hold |
12,030
| – | – | 0.03% | 449 |
|
|
2017
Q4 | $134K | Buy |
+12,030
| New | +$134K | 0.03% | 435 |
|