Wealthspire Advisors (Maryland)’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-73
| Closed | -$1K | – | 1583 |
|
|
2019
Q1 | $1K | Hold |
73
| – | – | ﹤0.01% | 2368 |
|
|
2018
Q4 | $0 | Buy |
73
+23
| +46% | – | ﹤0.01% | 2533 |
|
|
2018
Q3 | $0 | Buy |
+50
| New | – | ﹤0.01% | 2470 |
|
|
2018
Q2 | – | Sell |
-144
| Closed | -$2K | – | 2547 |
|
|
2018
Q1 | $2K | Sell |
144
-315
| -69% | -$4.38K | ﹤0.01% | 2197 |
|
|
2017
Q4 | $5K | Buy |
459
+413
| +898% | +$4.5K | ﹤0.01% | 1842 |
|
|
2017
Q3 | $1K | Sell |
46
-126
| -73% | -$2.74K | ﹤0.01% | 2126 |
|
|
2017
Q2 | $3K | Buy |
172
+38
| +28% | +$663 | ﹤0.01% | 1903 |
|
|
2017
Q1 | $2K | Buy |
134
+9
| +7% | +$134 | ﹤0.01% | 1704 |
|
|
2016
Q4 | $2K | Sell |
125
-1,200
| -91% | -$19.2K | ﹤0.01% | 1561 |
|
|
2016
Q3 | $24K | Hold |
1,325
| – | – | ﹤0.01% | 1005 |
|
|
2016
Q2 | $24K | Sell |
1,325
-371
| -22% | -$6.72K | ﹤0.01% | 941 |
|
|
2016
Q1 | $37K | Buy |
1,696
+315
| +23% | +$6.87K | 0.01% | 782 |
|
|
2015
Q4 | $29K | Buy |
+1,381
| New | +$29K | 0.01% | 853 |
|