WFG Advisors’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $72K | Buy |
4,769
+541
| +13% | +$8.17K | 0.02% | 615 |
|
|
2017
Q1 | $55K | Sell |
4,228
-582
| -12% | -$7.57K | 0.01% | 636 |
|
|
2016
Q4 | $73K | Buy |
4,810
+57
| +1% | +$865 | 0.02% | 620 |
|
|
2016
Q3 | $86K | Buy |
4,753
+47
| +1% | +$850 | 0.02% | 562 |
|
|
2016
Q2 | $84K | Buy |
4,706
+45
| +1% | +$803 | 0.02% | 546 |
|
|
2016
Q1 | $100K | Buy |
4,661
+41
| +0.9% | +$880 | 0.03% | 470 |
|
|
2015
Q4 | $95K | Buy |
4,620
+42
| +0.9% | +$864 | 0.03% | 481 |
|
|
2015
Q3 | $91K | Buy |
4,578
+46
| +1% | +$914 | 0.03% | 479 |
|
|
2015
Q2 | $94K | Sell |
4,532
-111
| -2% | -$2.3K | 0.03% | 550 |
|
|
2015
Q1 | $108K | Buy |
4,643
+40
| +0.9% | +$930 | 0.03% | 513 |
|
|
2014
Q4 | $112K | Buy |
4,603
+35
| +0.8% | +$852 | 0.02% | 599 |
|
|
2014
Q3 | $114K | Buy |
4,568
+31
| +0.7% | +$774 | 0.02% | 615 |
|
|
2014
Q2 | $125K | Sell |
4,537
-153
| -3% | -$4.22K | 0.02% | 582 |
|
|
2014
Q1 | $122K | Sell |
4,690
-264
| -5% | -$6.87K | 0.02% | 575 |
|
|
2013
Q4 | $115K | Sell |
4,954
-961
| -16% | -$22.3K | 0.02% | 692 |
|
|
2013
Q3 | $108K | Buy |
5,915
+46
| +0.8% | +$840 | 0.02% | 682 |
|
|
2013
Q2 | $86K | Buy |
+5,869
| New | +$86K | 0.01% | 713 |
|