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