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Modera Wealth Management’s Pitney Bowes PBI Stock Holding History

Modera Wealth Management’s Portfolio PBI Stock Details PBI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-16,951
Closed -$61K – 335
2022
Q2 		$61K Buy
16,951
+45
+0.3% +$162 ﹤0.01% 328
2022
Q1 		$88K Buy
16,906
+42
+0.2% +$219 ﹤0.01% 347
2021
Q4 		$112K Buy
16,864
+30
+0.2% +$199 ﹤0.01% 585
2021
Q3 		$121K Buy
16,834
+29
+0.2% +$208 0.01% 269
2021
Q2 		$147K Buy
16,805
+4,149
+33% +$36.3K 0.01% 239
2021
Q1 		$104K Hold
12,656
– – 0.01% 226
2020
Q4 		$78K Hold
12,656
– – 0.01% 236
2020
Q3 		$67K Hold
12,656
– – 0.01% 161
2020
Q2 		$33K Hold
12,656
– – 0.01% 150
2020
Q1 		$26K Hold
12,656
– – 0.01% 147
2019
Q4 		$51K Hold
12,656
– – 0.01% 147
2019
Q3 		$58K Hold
12,656
– – 0.01% 143
2019
Q2 		$54K Hold
12,656
– – 0.01% 144
2019
Q1 		$87K Hold
12,656
– – 0.02% 144
2018
Q4 		$75K Hold
12,656
– – 0.01% 133
2018
Q3 		$90K Hold
12,656
– – 0.02% 142
2018
Q2 		$108K Hold
12,656
– – 0.02% 133
2018
Q1 		$138K Hold
12,656
– – 0.03% 130
2017
Q4 		$141K Hold
12,656
– – 0.03% 131
2017
Q3 		$177K Sell
12,656
-1,310
-9% -$18.3K 0.04% 130
2017
Q2 		$211K Buy
13,966
+1,310
+10% +$19.8K 0.05% 114
2017
Q1 		$166K Hold
12,656
– – 0.04% 112
2016
Q4 		$192K Hold
12,656
– – 0.06% 104
2016
Q3 		$230K Hold
12,656
– – 0.08% 95
2016
Q2 		$225K Hold
12,656
– – 0.08% 92
2016
Q1 		$273K Hold
12,656
– – 0.1% 88
2015
Q4 		$261K Hold
12,656
– – 0.1% 67
2015
Q3 		$251K Hold
12,656
– – 0.1% 62
2015
Q2 		$263K Hold
12,656
– – 0.1% 66
2015
Q1 		$295K Hold
12,656
– – 0.12% 61
2014
Q4 		$308K Hold
12,656
– – 0.12% 60
2014
Q3 		$316K Buy
+12,656
New +$316K 0.13% 61