BerganKDV Wealth Management’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-191
| Closed | -$24.9K | – | 1105 |
|
|
2022
Q4 | $24.9K | Sell |
191
-64
| -25% | -$8.33K | ﹤0.01% | 467 |
|
|
2022
Q3 | $27K | Hold |
255
| – | – | ﹤0.01% | 451 |
|
|
2022
Q2 | $29K | Hold |
255
| – | – | ﹤0.01% | 448 |
|
|
2022
Q1 | $33K | Buy |
255
+169
| +197% | +$21.9K | ﹤0.01% | 447 |
|
|
2021
Q4 | $15K | Buy |
86
+22
| +34% | +$3.84K | ﹤0.01% | 588 |
|
|
2021
Q3 | $9K | Buy |
+64
| New | +$9K | ﹤0.01% | 661 |
|