Mark Sheptoff Financial Planning’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-227
| Closed | -$3K | – | 379 |
|
|
2017
Q3 | $3K | Hold |
227
| – | – | ﹤0.01% | 334 |
|
|
2017
Q2 | $3K | Sell |
227
-1
| -0.4% | -$13 | ﹤0.01% | 324 |
|
|
2017
Q1 | $3K | Buy |
228
+1
| +0.4% | +$13 | ﹤0.01% | 325 |
|
|
2016
Q4 | $3K | Hold |
227
| – | – | ﹤0.01% | 315 |
|
|
2016
Q3 | $4K | Hold |
227
| – | – | ﹤0.01% | 305 |
|
|
2016
Q2 | $4K | Hold |
227
| – | – | ﹤0.01% | 296 |
|
|
2016
Q1 | $5K | Hold |
227
| – | – | ﹤0.01% | 286 |
|
|
2015
Q4 | $5K | Hold |
227
| – | – | ﹤0.01% | 302 |
|
|
2015
Q3 | $5K | Hold |
227
| – | – | ﹤0.01% | 289 |
|
|
2015
Q2 | $5K | Hold |
227
| – | – | ﹤0.01% | 301 |
|
|
2015
Q1 | $5K | Hold |
227
| – | – | ﹤0.01% | 291 |
|
|
2014
Q4 | $6K | Hold |
227
| – | – | 0.01% | 285 |
|
|
2014
Q3 | $6K | Hold |
227
| – | – | 0.01% | 296 |
|
|
2014
Q2 | $6K | Hold |
227
| – | – | 0.01% | 304 |
|
|
2014
Q1 | $6K | Buy |
+227
| New | +$6K | 0.01% | 309 |
|