SOA Wealth Advisors’s Pitney Bowes PBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,231
| Closed | -$11.4K | – | 955 |
|
|
2023
Q2 | $11.4K | Hold |
3,231
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $12.6K | Hold |
3,231
| – | – | ﹤0.01% | 502 |
|
|
2022
Q4 | $12.3K | Hold |
3,231
| – | – | ﹤0.01% | 493 |
|
|
2022
Q3 | $7K | Hold |
3,231
| – | – | ﹤0.01% | 561 |
|
|
2022
Q2 | $11K | Hold |
3,231
| – | – | ﹤0.01% | 485 |
|
|
2022
Q1 | $16K | Hold |
3,231
| – | – | ﹤0.01% | 504 |
|
|
2021
Q4 | $21K | Hold |
3,231
| – | – | 0.01% | 440 |
|
|
2021
Q3 | $23K | Hold |
3,231
| – | – | 0.01% | 431 |
|
|
2021
Q2 | $28K | Hold |
3,231
| – | – | 0.01% | 402 |
|
|
2021
Q1 | $26K | Hold |
3,231
| – | – | 0.01% | 356 |
|
|
2020
Q4 | $29K | Buy |
+3,231
| New | +$29K | 0.01% | 339 |
|