Sutton Wealth Advisors’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,216
| Closed | -$16K | – | 1347 |
|
|
2022
Q4 | $16K | Buy |
4,216
+1,493
| +55% | +$5.67K | 0.01% | 785 |
|
|
2022
Q3 | $6.35K | Buy |
2,723
+624
| +30% | +$1.45K | ﹤0.01% | 1019 |
|
|
2022
Q2 | $7.6K | Sell |
2,099
-1,225
| -37% | -$4.43K | ﹤0.01% | 979 |
|
|
2022
Q1 | $17.3K | Buy |
3,324
+946
| +40% | +$4.92K | 0.01% | 757 |
|
|
2021
Q4 | $15.8K | Buy |
2,378
+279
| +13% | +$1.85K | 0.01% | 786 |
|
|
2021
Q3 | $15.1K | Sell |
2,099
-104
| -5% | -$750 | 0.01% | 781 |
|
|
2021
Q2 | $19.3K | Sell |
2,203
-1
| -0% | -$9 | 0.01% | 714 |
|
|
2021
Q1 | $18.2K | Buy |
2,204
+105
| +5% | +$865 | 0.01% | 701 |
|
|
2020
Q4 | $12.9K | Hold |
2,099
| – | – | 0.01% | 740 |
|
|
2020
Q3 | $11.1K | Hold |
2,099
| – | – | 0.01% | 709 |
|
|
2020
Q2 | $5.46K | Sell |
2,099
-4,401
| -68% | -$11.4K | ﹤0.01% | 848 |
|
|
2020
Q1 | $13.3K | Buy |
+6,500
| New | +$13.3K | 0.01% | 582 |
|
|
2019
Q3 | – | Sell |
-1,938
| Closed | -$8.3K | – | 1205 |
|
|
2019
Q2 | $8.3K | Buy |
+1,938
| New | +$8.3K | ﹤0.01% | 821 |
|