TWA

TCI Wealth Advisors’s Pitney Bowes PBI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,003	Closed	-$3.9K	–	1628
2023 Q1	$3.9K	Hold	1,003	–	–	﹤0.01%	1705
2022 Q4	$3.81K	Hold	1,003	–	–	﹤0.01%	1707
2022 Q3	$2K	Sell	1,003 -837	-45%	-$1.67K	﹤0.01%	1967
2022 Q2	$7K	Buy	1,840 +837	+83%	+$3.18K	﹤0.01%	1266
2022 Q1	$5K	Sell	1,003 -512	-34%	-$2.55K	﹤0.01%	1576
2021 Q4	$10K	Buy	1,515 +512	+51%	+$3.38K	﹤0.01%	1187
2021 Q3	$7K	Sell	1,003 -340	-25%	-$2.37K	﹤0.01%	1361
2021 Q2	$12K	Buy	1,343 +127	+10%	+$1.14K	﹤0.01%	845
2021 Q1	$10K	Buy	1,216 +213	+21%	+$1.75K	﹤0.01%	842
2020 Q4	$6K	Hold	1,003	–	–	﹤0.01%	797
2020 Q3	$5K	Hold	1,003	–	–	﹤0.01%	767
2020 Q2	$3K	Buy	1,003 +779	+348%	+$2.33K	﹤0.01%	932
2020 Q1	$0	Hold	224	–	–	﹤0.01%	1672
2019 Q4	$1K	Hold	224	–	–	﹤0.01%	1397
2019 Q3	$1K	Hold	224	–	–	﹤0.01%	1349
2019 Q2	$1K	Hold	224	–	–	﹤0.01%	1264
2019 Q1	$2K	Hold	224	–	–	﹤0.01%	1052
2018 Q4	$1K	Hold	224	–	–	﹤0.01%	1264
2018 Q3	$2K	Hold	224	–	–	﹤0.01%	1050
2018 Q2	$2K	Sell	224 -318	-59%	-$2.84K	﹤0.01%	1114
2018 Q1	$6K	Buy	542 +318	+142%	+$3.52K	﹤0.01%	707
2017 Q4	$3K	Hold	224	–	–	﹤0.01%	925
2017 Q3	$3K	Hold	224	–	–	﹤0.01%	864
2017 Q2	$3K	Hold	224	–	–	﹤0.01%	902
2017 Q1	$3K	Hold	224	–	–	﹤0.01%	857
2016 Q4	$3K	Hold	224	–	–	﹤0.01%	926
2016 Q3	$4K	Hold	224	–	–	﹤0.01%	790
2016 Q2	$4K	Hold	224	–	–	﹤0.01%	780
2016 Q1	$5K	Hold	224	–	–	﹤0.01%	722
2015 Q4	$5K	Hold	224	–	–	﹤0.01%	718
2015 Q3	$4K	Hold	224	–	–	﹤0.01%	674
2015 Q2	$5K	Hold	224	–	–	﹤0.01%	647
2015 Q1	$5K	Buy	+224	New	+$5K	﹤0.01%	573