Global Retirement Partners’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11K | Buy |
+4
| New | +$1.11K | ﹤0.01% | 3409 |
|
|
2024
Q4 | $1.2K | Sell |
4
-10
| -71% | -$3K | ﹤0.01% | 3234 |
|
|
2024
Q3 | $3.97K | Sell |
14
-122
| -90% | -$34.6K | ﹤0.01% | 2666 |
|
|
2024
Q2 | $31.3K | Buy |
136
+34
| +33% | +$7.83K | ﹤0.01% | 1771 |
|
|
2024
Q1 | $20.2K | Hold |
102
| – | – | ﹤0.01% | 1812 |
|
|
2023
Q4 | $17K | Hold |
102
| – | – | ﹤0.01% | 1839 |
|
|
2023
Q3 | $14.4K | Hold |
102
| – | – | ﹤0.01% | 1801 |
|
|
2023
Q2 | $13.2K | Buy |
102
+1
| +1% | +$129 | ﹤0.01% | 1860 |
|
|
2023
Q1 | $12.7K | Hold |
101
| – | – | ﹤0.01% | 1823 |
|
|
2022
Q4 | $13.1K | Hold |
101
| – | – | ﹤0.01% | 1664 |
|
|
2022
Q3 | $13K | Sell |
101
-5
| -5% | -$644 | ﹤0.01% | 1585 |
|
|
2022
Q2 | $12K | Sell |
106
-36
| -25% | -$4.08K | ﹤0.01% | 1557 |
|
|
2022
Q1 | $17K | Buy |
+142
| New | +$17K | ﹤0.01% | 1412 |
|
|
2021
Q4 | – | Sell |
-98
| Closed | -$14K | – | 1361 |
|
|
2021
Q3 | $14K | Hold |
98
| – | – | ﹤0.01% | 1322 |
|
|
2021
Q2 | $13K | Hold |
98
| – | – | ﹤0.01% | 1318 |
|
|
2021
Q1 | $11K | Hold |
98
| – | – | ﹤0.01% | 1269 |
|
|
2020
Q4 | $10K | Hold |
98
| – | – | ﹤0.01% | 1264 |
|
|
2020
Q3 | $7K | Hold |
98
| – | – | ﹤0.01% | 1251 |
|
|
2020
Q2 | $6K | Hold |
98
| – | – | ﹤0.01% | 1256 |
|
|
2020
Q1 | $5K | Hold |
98
| – | – | ﹤0.01% | 1237 |
|
|
2019
Q4 | $8K | Hold |
98
| – | – | ﹤0.01% | 1202 |
|
|
2019
Q3 | $7K | Buy |
+98
| New | +$7K | ﹤0.01% | 1212 |
|