Parsec Financial Management’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-40,000
| Closed | -$330K | – | 275 |
|
2021
Q1 | $330K | Sell |
40,000
-10,000
| -20% | -$82.5K | 0.02% | 211 |
|
2020
Q4 | $308K | Sell |
50,000
-30,000
| -38% | -$185K | 0.02% | 209 |
|
2020
Q3 | $425K | Sell |
80,000
-145,000
| -64% | -$770K | 0.03% | 177 |
|
2020
Q2 | $585K | Buy |
225,000
+40,000
| +22% | +$104K | 0.04% | 156 |
|
2020
Q1 | $377K | Buy |
185,000
+105,000
| +131% | +$214K | 0.03% | 174 |
|
2019
Q4 | $322K | Hold |
80,000
| – | – | 0.02% | 203 |
|
2019
Q3 | $366K | Buy |
+80,000
| New | +$366K | 0.02% | 188 |
|
2019
Q2 | – | Sell |
-25,000
| Closed | -$172K | – | 247 |
|
2019
Q1 | $172K | Buy |
+25,000
| New | +$172K | 0.01% | 228 |
|