Security National Trust’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-517
| Closed | -$13K | – | 515 |
|
|
2014
Q3 | $13K | Hold |
517
| – | – | 0.01% | 387 |
|
|
2014
Q2 | $14K | Buy |
517
+117
| +29% | +$3.17K | 0.01% | 381 |
|
|
2014
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 414 |
|
|
2013
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 421 |
|
|
2013
Q3 | $7K | Hold |
400
| – | – | ﹤0.01% | 421 |
|
|
2013
Q2 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 418 |
|