Lee Financial’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-133
| Closed | -$23.3K | – | 637 |
|
|
2023
Q4 | $23.3K | Hold |
133
| – | – | ﹤0.01% | 301 |
|
|
2023
Q3 | $19.3K | Hold |
133
| – | – | ﹤0.01% | 302 |
|
|
2023
Q2 | $17.2K | Hold |
133
| – | – | ﹤0.01% | 326 |
|
|
2023
Q1 | $18.4K | Hold |
133
| – | – | ﹤0.01% | 323 |
|
|
2022
Q4 | $17.3K | Hold |
133
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $14K | Hold |
133
| – | – | ﹤0.01% | 388 |
|
|
2022
Q2 | $15K | Buy |
133
+18
| +16% | +$2.03K | ﹤0.01% | 385 |
|
|
2022
Q1 | $15K | Hold |
115
| – | – | ﹤0.01% | 381 |
|
|
2021
Q4 | $21K | Sell |
115
-5
| -4% | -$913 | ﹤0.01% | 367 |
|
|
2021
Q3 | $17K | Hold |
120
| – | – | ﹤0.01% | 357 |
|
|
2021
Q2 | $16K | Hold |
120
| – | – | ﹤0.01% | 348 |
|
|
2021
Q1 | $13K | Hold |
120
| – | – | ﹤0.01% | 364 |
|
|
2020
Q4 | $12K | Buy |
120
+25
| +26% | +$2.5K | ﹤0.01% | 357 |
|
|
2020
Q3 | $7K | Buy |
+95
| New | +$7K | ﹤0.01% | 438 |
|