Journey Strategic Wealth’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
$222K Buy
+798
New +$222K 0.01% 571
2025
Q1
Sell
-782
Closed -$235K 536
2024
Q4
$235K Sell
782
-1
-0.1% -$300 0.01% 416
2024
Q3
$222K Buy
+783
New +$222K 0.01% 440