EverSource Wealth Advisors’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8K | Sell |
39
-14
| -26% | -$3.89K | ﹤0.01% | 2748 |
|
|
2025
Q1 | $13.1K | Sell |
53
-322
| -86% | -$79.7K | ﹤0.01% | 1949 |
|
|
2024
Q4 | $112K | Buy |
375
+87
| +30% | +$26.1K | 0.01% | 868 |
|
|
2024
Q3 | $81.7K | Buy |
288
+227
| +372% | +$64.4K | 0.01% | 868 |
|
|
2024
Q2 | $16.7K | Buy |
+61
| New | +$16.7K | ﹤0.01% | 1597 |
|
|
2023
Q1 | – | Sell |
-28
| Closed | -$3.67K | – | 2501 |
|
|
2022
Q4 | $3.67K | Hold |
28
| – | – | ﹤0.01% | 1715 |
|
|
2022
Q3 | $3K | Sell |
28
-13
| -32% | -$1.39K | ﹤0.01% | 1567 |
|
|
2022
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 1282 |
|
|
2022
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 1278 |
|
|
2021
Q4 | $7K | Buy |
+41
| New | +$7K | ﹤0.01% | 1129 |
|