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 |
|