J.P. Morgan Private Wealth Advisors’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $719K | Buy |
4,947
+22
| +0.4% | +$3.2K | ﹤0.01% | 1099 |
|
|
2023
Q2 | $637K | Sell |
4,925
-289
| -6% | -$37.4K | ﹤0.01% | 937 |
|
|
2023
Q1 | $723K | Buy |
5,214
+119
| +2% | +$16.5K | ﹤0.01% | 1319 |
|
|
2022
Q4 | $663K | Buy |
5,095
+180
| +4% | +$23.4K | ﹤0.01% | 1338 |
|
|
2022
Q3 | $515K | Buy |
4,915
+583
| +13% | +$61.1K | ﹤0.01% | 1442 |
|
|
2022
Q2 | $491K | Buy |
4,332
+159
| +4% | +$18K | ﹤0.01% | 1464 |
|
|
2022
Q1 | $548K | Sell |
4,173
-73
| -2% | -$9.59K | ﹤0.01% | 1497 |
|
|
2021
Q4 | $758K | Buy |
4,246
+125
| +3% | +$22.3K | ﹤0.01% | 1381 |
|
|
2021
Q3 | $571K | Buy |
4,121
+180
| +5% | +$24.9K | ﹤0.01% | 1450 |
|
|
2021
Q2 | $511K | Buy |
3,941
+1,704
| +76% | +$221K | ﹤0.01% | 1470 |
|
|
2021
Q1 | $245K | Sell |
2,237
-1,275
| -36% | -$140K | ﹤0.01% | 1606 |
|
|
2020
Q4 | $354K | Buy |
3,512
+257
| +8% | +$25.9K | ﹤0.01% | 1431 |
|
|
2020
Q3 | $238K | Buy |
+3,255
| New | +$238K | ﹤0.01% | 1461 |
|