Bartlett & Co’s Piper Sandler PIPR Stock Holding History

Bartlett & Co’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$33K	Hold	186	–	–	﹤0.01%	778
2023 Q3	$27K	Hold	186	–	–	﹤0.01%	759
2023 Q2	$24K	Hold	186	–	–	﹤0.01%	789
2023 Q1	$26K	Buy	186 +71	+62%	+$9.93K	﹤0.01%	667
2022 Q4	$15K	Hold	115	–	–	﹤0.01%	775
2022 Q3	$12K	Hold	115	–	–	﹤0.01%	796
2022 Q2	$13K	Hold	115	–	–	﹤0.01%	819
2022 Q1	$15K	Buy	+115	New	+$15K	﹤0.01%	770
2021 Q4	–	Sell	-2,055	Closed	-$285K	–	748
2021 Q3	$285K	Hold	2,055	–	–	0.01%	307
2021 Q2	$266K	Hold	2,055	–	–	0.01%	309
2021 Q1	$225K	Hold	2,055	–	–	﹤0.01%	323
2020 Q4	$207K	Hold	2,055	–	–	﹤0.01%	326
2020 Q3	$150K	Hold	2,055	–	–	﹤0.01%	334
2020 Q2	$122K	Hold	2,055	–	–	﹤0.01%	361
2020 Q1	$104K	Buy	+2,055	New	+$104K	﹤0.01%	365
2019 Q3	$156K	Buy	2,064 +9	+0.4%	+$680	﹤0.01%	352
2019 Q2	$153K	Hold	2,055	–	–	0.01%	279
2019 Q1	$150K	Hold	2,055	–	–	0.01%	274
2018 Q4	$135K	Hold	2,055	–	–	0.01%	281
2018 Q3	$157K	Hold	2,055	–	–	0.01%	280
2018 Q2	$158K	Hold	2,055	–	–	0.01%	274
2018 Q1	$171K	Hold	2,055	–	–	0.01%	262
2017 Q4	$177K	Hold	2,055	–	–	0.01%	267
2017 Q3	$122K	Hold	2,055	–	–	0.01%	305
2017 Q2	$123K	Hold	2,055	–	–	0.01%	300
2017 Q1	$131K	Hold	2,055	–	–	0.01%	296
2016 Q4	$149K	Hold	2,055	–	–	0.01%	274
2016 Q3	$99K	Hold	2,055	–	–	﹤0.01%	314
2016 Q2	$77K	Sell	2,055 -100	-5%	-$3.75K	﹤0.01%	348
2016 Q1	$107K	Buy	2,155 +1,740	+419%	+$86.4K	0.01%	300
2015 Q4	$17K	Buy	415 +300	+261%	+$12.3K	﹤0.01%	562
2015 Q3	$4K	Sell	115 -118	-51%	-$4.1K	﹤0.01%	675
2015 Q2	$10K	Buy	233 +118	+103%	+$5.06K	﹤0.01%	619
2015 Q1	$6K	Sell	115 -400	-78%	-$20.9K	﹤0.01%	653
2014 Q4	$30K	Hold	515	–	–	﹤0.01%	495
2014 Q3	$27K	Hold	515	–	–	﹤0.01%	511
2014 Q2	$27K	Hold	515	–	–	﹤0.01%	522
2014 Q1	$24K	Buy	515 +200	+63%	+$9.32K	﹤0.01%	518
2013 Q4	$12K	Sell	315 -100	-24%	-$3.81K	﹤0.01%	567
2013 Q3	$14K	Sell	415 -500	-55%	-$16.9K	﹤0.01%	560
2013 Q2	$29K	Buy	+915	New	+$29K	﹤0.01%	472