Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.8K | Buy |
16
+1
| +7% | +$300 | ﹤0.01% | 413 |
|
|
2024
Q3 | $4.26K | Hold |
15
| – | – | ﹤0.01% | 356 |
|
|
2024
Q2 | $3.45K | Sell |
15
-1
| -6% | -$230 | ﹤0.01% | 363 |
|
|
2024
Q1 | $3.18K | Hold |
16
| – | – | ﹤0.01% | 394 |
|
|
2023
Q4 | $2.8K | Hold |
16
| – | – | ﹤0.01% | 380 |
|
|
2023
Q3 | $2.33K | Hold |
16
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $2.07K | Hold |
16
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $2.22K | Hold |
16
| – | – | ﹤0.01% | 395 |
|
|
2022
Q4 | $2.08K | Buy |
+16
| New | +$2.08K | ﹤0.01% | 413 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$3K | – | 462 |
|
|
2021
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 381 |
|