Visionary Asset Management’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-29,464
| Closed | -$319K | – | 306 |
|
|
2018
Q1 | $319K | Sell |
29,464
-962
| -3% | -$10.4K | 0.1% | 144 |
|
|
2017
Q4 | $340K | Buy |
30,426
+10,282
| +51% | +$115K | 0.09% | 132 |
|
|
2017
Q3 | $282K | Sell |
20,144
-1,397
| -6% | -$19.6K | 0.08% | 155 |
|
|
2017
Q2 | $325K | Buy |
+21,541
| New | +$325K | 0.09% | 136 |
|
|
2017
Q1 | – | Sell |
-151,278
| Closed | -$2.3M | – | 92 |
|
|
2016
Q4 | $2.3M | Buy |
151,278
+15,938
| +12% | +$242K | 0.75% | 71 |
|
|
2016
Q3 | $2.46M | Buy |
135,340
+7,158
| +6% | +$130K | 0.85% | 66 |
|
|
2016
Q2 | $2.28M | Buy |
128,182
+6,144
| +5% | +$109K | 0.81% | 58 |
|
|
2016
Q1 | $2.63M | Buy |
+122,038
| New | +$2.63M | 0.93% | 20 |
|
|
2015
Q3 | – | Sell |
-136,632
| Closed | -$2.84M | – | 72 |
|
|
2015
Q2 | $2.84M | Buy |
136,632
+4,747
| +4% | +$98.8K | 0.95% | 53 |
|
|
2015
Q1 | $3.08M | Buy |
131,885
+9,350
| +8% | +$218K | 0.97% | 43 |
|
|
2014
Q4 | $2.99M | Buy |
122,535
+18,210
| +17% | +$444K | 0.94% | 49 |
|
|
2014
Q3 | $2.61M | Buy |
104,325
+24,496
| +31% | +$612K | 0.72% | 58 |
|
|
2014
Q2 | $2.2M | Buy |
79,829
+20,266
| +34% | +$560K | 0.52% | 17 |
|
|
2014
Q1 | $1.55M | Buy |
59,563
+13,925
| +31% | +$362K | 0.37% | 17 |
|
|
2013
Q4 | $1.06M | Buy |
45,638
+7,193
| +19% | +$168K | 0.28% | 23 |
|
|
2013
Q3 | $648K | Buy |
38,445
+27,707
| +258% | +$467K | 0.21% | 71 |
|
|
2013
Q2 | $158K | Buy |
+10,738
| New | +$158K | 0.06% | 37 |
|