WIM
Wilen Investment Management’s Pitney Bowes PBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-45,355
| Closed | -$261K | – | 62 |
|
|
2018
Q4 | $261K | Sell |
45,355
-2,606
| -5% | -$15K | 0.23% | 49 |
|
|
2018
Q3 | $336K | Sell |
47,961
-1,400
| -3% | -$9.81K | 0.23% | 50 |
|
|
2018
Q2 | $395K | Sell |
49,361
-23,100
| -32% | -$185K | 0.25% | 46 |
|
|
2018
Q1 | $779K | Sell |
72,461
-100
| -0.1% | -$1.08K | 0.53% | 34 |
|
|
2017
Q4 | $798K | Sell |
72,561
-39,700
| -35% | -$437K | 0.52% | 35 |
|
|
2017
Q3 | $1.54M | Sell |
112,261
-323
| -0.3% | -$4.44K | 0.94% | 24 |
|
|
2017
Q2 | $1.68M | Buy |
112,584
+1,900
| +2% | +$28.3K | 1.01% | 25 |
|
|
2017
Q1 | $1.41M | Sell |
110,684
-11,400
| -9% | -$145K | 0.85% | 25 |
|
|
2016
Q4 | $1.83M | Sell |
122,084
-800
| -0.7% | -$12K | 1.13% | 21 |
|
|
2016
Q3 | $2.18M | Sell |
122,884
-3,800
| -3% | -$67.4K | 1.45% | 19 |
|
|
2016
Q2 | $2.22M | Sell |
126,684
-2,000
| -2% | -$35K | 1.45% | 18 |
|
|
2016
Q1 | $2.74M | Sell |
128,684
-700
| -0.5% | -$14.9K | 1.9% | 14 |
|
|
2015
Q4 | $2.65M | Sell |
129,384
-1,000
| -0.8% | -$20.5K | 1.92% | 15 |
|
|
2015
Q3 | $2.56M | Sell |
130,384
-500
| -0.4% | -$9.8K | 1.83% | 14 |
|
|
2015
Q2 | $2.7M | Sell |
130,884
-30,200
| -19% | -$622K | 1.81% | 16 |
|
|
2015
Q1 | $3.74M | Sell |
161,084
-3,400
| -2% | -$78.9K | 2.56% | 11 |
|
|
2014
Q4 | $3.96M | Sell |
164,484
-2,100
| -1% | -$50.6K | 2.61% | 11 |
|
|
2014
Q3 | $4.12M | Sell |
166,584
-2,200
| -1% | -$54.5K | 2.62% | 10 |
|
|
2014
Q2 | $4.63M | Sell |
168,784
-8,700
| -5% | -$238K | 2.71% | 9 |
|
|
2014
Q1 | $4.57M | Sell |
177,484
-5,000
| -3% | -$129K | 2.67% | 9 |
|
|
2013
Q4 | $4.2M | Sell |
182,484
-20,917
| -10% | -$481K | 2.7% | 10 |
|
|
2013
Q3 | $3.66M | Buy |
203,401
+18,900
| +10% | +$340K | 2.44% | 12 |
|
|
2013
Q2 | $2.68M | Buy |
+184,501
| New | +$2.68M | 1.97% | 14 |
|