LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Pitney Bowes PBI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-625
| Closed | -$13K | – | 637 |
|
2015
Q4 | $13K | Hold |
625
| – | – | ﹤0.01% | 546 |
|
2015
Q3 | $13K | Hold |
625
| – | – | ﹤0.01% | 527 |
|
2015
Q2 | $13K | Hold |
625
| – | – | ﹤0.01% | 527 |
|
2015
Q1 | $15K | Hold |
625
| – | – | ﹤0.01% | 532 |
|
2014
Q4 | $15K | Hold |
625
| – | – | ﹤0.01% | 524 |
|
2014
Q3 | $16K | Hold |
625
| – | – | ﹤0.01% | 492 |
|
2014
Q2 | $17K | Hold |
625
| – | – | ﹤0.01% | 519 |
|
2014
Q1 | $16K | Hold |
625
| – | – | ﹤0.01% | 510 |
|
2013
Q4 | $15K | Hold |
625
| – | – | ﹤0.01% | 498 |
|
2013
Q3 | $11K | Buy |
+625
| New | +$11K | ﹤0.01% | 489 |
|