AT
Avalon Trust’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Sell |
375
-20
| -5% | -$5.56K | 0.01% | 190 |
|
|
2025
Q1 | $97.8K | Hold |
395
| – | – | 0.01% | 188 |
|
|
2024
Q4 | $118K | Buy |
395
+20
| +5% | +$6K | 0.01% | 153 |
|
|
2024
Q3 | $106K | Buy |
+375
| New | +$106K | 0.01% | 157 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | -$397 | – | 334 |
|
|
2024
Q1 | $397 | Hold |
2
| – | – | ﹤0.01% | 323 |
|
|
2023
Q4 | $350 | Hold |
2
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $291 | Hold |
2
| – | – | ﹤0.01% | 310 |
|
|
2023
Q2 | $259 | Hold |
2
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $278 | Buy |
+2
| New | +$278 | ﹤0.01% | 305 |
|