WR Wealth Planners’s Pitney Bowes PBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,123
Closed -$4.86K 1201
2024
Q1
$4.86K Buy
+1,123
New +$4.86K ﹤0.01% 726
2023
Q4
Sell
-1,096
Closed -$3.31K 652
2023
Q3
$3.31K Hold
1,096
﹤0.01% 723
2023
Q2
$3.88K Buy
1,096
+15
+1% +$53 ﹤0.01% 711
2023
Q1
$4.21K Buy
1,081
+14
+1% +$54 ﹤0.01% 705
2022
Q4
$4.06K Buy
1,067
+13
+1% +$49 ﹤0.01% 348
2022
Q3
$2.46K Buy
1,054
+19
+2% +$44 ﹤0.01% 373
2022
Q2
$3.75K Buy
1,035
+11
+1% +$40 ﹤0.01% 371
2022
Q1
$5.33K Buy
+1,024
New +$5.33K ﹤0.01% 351