Geneva Advisors’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,961
| Closed | -$216K | – | 677 |
|
|
2015
Q2 | $216K | Sell |
4,961
-1,500
| -23% | -$65.3K | ﹤0.01% | 595 |
|
|
2015
Q1 | $339K | Sell |
6,461
-2,360
| -27% | -$124K | 0.01% | 490 |
|
|
2014
Q4 | $512K | Sell |
8,821
-100
| -1% | -$5.8K | 0.01% | 404 |
|
|
2014
Q3 | $466K | Sell |
8,921
-901
| -9% | -$47.1K | 0.01% | 434 |
|
|
2014
Q2 | $508K | Sell |
9,822
-175
| -2% | -$9.05K | 0.01% | 434 |
|
|
2014
Q1 | $458K | Hold |
9,997
| – | – | 0.01% | 410 |
|
|
2013
Q4 | $395K | Sell |
9,997
-1,075
| -10% | -$42.5K | 0.01% | 365 |
|
|
2013
Q3 | $380K | Sell |
11,072
-143
| -1% | -$4.91K | 0.01% | 371 |
|
|
2013
Q2 | $355K | Buy |
+11,215
| New | +$355K | 0.01% | 320 |
|