Regal Investment Advisors’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,500
| Closed | -$45.5K | – | 595 |
|
|
2024
Q1 | $45.5K | Hold |
10,500
| – | – | ﹤0.01% | 574 |
|
|
2023
Q4 | $46.2K | Hold |
10,500
| – | – | ﹤0.01% | 538 |
|
|
2023
Q3 | $31.7K | Hold |
10,500
| – | – | ﹤0.01% | 494 |
|
|
2023
Q2 | $37.2K | Hold |
10,500
| – | – | ﹤0.01% | 507 |
|
|
2023
Q1 | $40.8K | Hold |
10,500
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $39.9K | Hold |
10,500
| – | – | ﹤0.01% | 482 |
|
|
2022
Q3 | $24K | Buy |
10,500
+500
| +5% | +$1.14K | ﹤0.01% | 473 |
|
|
2022
Q2 | $36K | Hold |
10,000
| – | – | ﹤0.01% | 492 |
|
|
2022
Q1 | $52K | Buy |
+10,000
| New | +$52K | ﹤0.01% | 520 |
|
|
2014
Q3 | – | Sell |
-1,400
| Closed | -$39K | – | 966 |
|
|
2014
Q2 | $39K | Hold |
1,400
| – | – | 0.01% | 421 |
|
|
2014
Q1 | $36K | Sell |
1,400
-81,646
| -98% | -$2.1M | 0.02% | 406 |
|
|
2013
Q4 | $1.94M | Sell |
83,046
-31,690
| -28% | -$738K | 1.11% | 14 |
|
|
2013
Q3 | $2.09M | Buy |
114,736
+14,316
| +14% | +$260K | 1.22% | 9 |
|
|
2013
Q2 | $1.47M | Buy |
+100,420
| New | +$1.47M | 0.81% | 24 |
|