LifePlan Financial Group’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-9,780
| Closed | -$228K | – | 100 |
|
|
2015
Q1 | $228K | Hold |
9,780
| – | – | 0.15% | 70 |
|
|
2014
Q4 | $238K | Buy |
+9,780
| New | +$238K | 0.16% | 68 |
|
|
2014
Q3 | – | Sell |
-7,550
| Closed | -$209K | – | 69 |
|
|
2014
Q2 | $209K | Hold |
7,550
| – | – | 0.15% | 61 |
|
|
2014
Q1 | $196K | Hold |
7,550
| – | – | 0.16% | 60 |
|
|
2013
Q4 | $176K | Buy |
+7,550
| New | +$176K | 0.12% | 66 |
|