Nicolet Advisory Services’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,151
| Closed | -$47.2K | – | 349 |
|
|
2023
Q4 | $47.2K | Hold |
11,151
| – | – | 0.01% | 315 |
|
|
2023
Q3 | $38.6K | Hold |
11,151
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $37.7K | Buy |
11,151
+150
| +1% | +$507 | ﹤0.01% | 304 |
|
|
2023
Q1 | $40.6K | Buy |
11,001
+141
| +1% | +$520 | ﹤0.01% | 278 |
|
|
2022
Q4 | $52K | Buy |
+10,860
| New | +$52K | 0.01% | 235 |
|