JFS Wealth Advisors’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 | $5K | Sell |
18
-1
| -5% | -$278 | ﹤0.01% | 1091 |
|
|
2025
Q1 | $4.71K | Hold |
19
| – | – | ﹤0.01% | 1145 |
|
|
2024
Q4 | $5.7K | Hold |
19
| – | – | ﹤0.01% | 1080 |
|
|
2024
Q3 | $5.39K | Buy |
19
+1
| +6% | +$284 | ﹤0.01% | 1090 |
|
|
2024
Q2 | $4.14K | Hold |
18
| – | – | ﹤0.01% | 1137 |
|
|
2024
Q1 | $3.57K | Hold |
18
| – | – | ﹤0.01% | 1233 |
|
|
2023
Q4 | $3.15K | Hold |
18
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q3 | $2.62K | Hold |
18
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q2 | $2.33K | Sell |
18
-1
| -5% | -$129 | ﹤0.01% | 1327 |
|
|
2023
Q1 | $2.63K | Buy |
19
+2
| +12% | +$277 | ﹤0.01% | 1261 |
|
|
2022
Q4 | $2.21K | Hold |
17
| – | – | ﹤0.01% | 1336 |
|
|
2022
Q3 | $2K | Buy |
17
+13
| +325% | +$1.53K | ﹤0.01% | 1372 |
|
|
2022
Q2 | $0 | Sell |
4
-3
| -43% | – | ﹤0.01% | 1888 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 1704 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1507 |
|