Clifford Capital Focused Small Cap Value Fund PBI Holdings History
Clifford Capital Focused Small Cap Value Fund's Pitney Bowes Inc Holding Summary
As of 2024-09-30, World Funds Trust held 45,850.00 shares of Pitney Bowes Inc(PBI), totaling $326,910.00. This investment constitutes 4.23% of their stock portfolio, and World Funds Trust now holds 0.03% of the outstanding Pitney Bowes Inc(PBI) stock.
The initial trade took place in 2020Q1. And since then Clifford Capital Focused Small Cap Value Fund has made 9 purchases of PBI, at an average price of $5.15, for a total of 204,930.00 shares. In addition, there have been 7 sales at an average price of $5.70 for 159,080.00 shares. Based on historical transaction data and PBI's current price of $12.03, Clifford Capital Focused Small Cap Value Fund's estimated gain on his PBI holdings is $402,230.40, reflecting a 38.09% gain to date.
Clifford Capital Focused Small Cap Value Fund PBI ($12.03) Holding Chart
Clifford Capital Focused Small Cap Value Fund PBI ($12.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
