Visionary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-40,100
| Closed | -$247K | – | 324 |
|
|
2020
Q4 | $247K | Buy |
40,100
+1,600
| +4% | +$9.86K | 0.03% | 261 |
|
|
2020
Q3 | $204K | Hold |
38,500
| – | – | 0.03% | 243 |
|
|
2020
Q2 | $100K | Sell |
38,500
-1,500
| -4% | -$3.9K | 0.02% | 228 |
|
|
2020
Q1 | $82K | Sell |
40,000
-15,000
| -27% | -$30.8K | 0.02% | 196 |
|
|
2019
Q4 | $222K | Buy |
+55,000
| New | +$222K | 0.04% | 194 |
|