LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-45
| Closed | -$5.82K | – | 641 |
|
|
2023
Q2 | $5.82K | Hold |
45
| – | – | ﹤0.01% | 569 |
|
|
2023
Q1 | $6.24K | Hold |
45
| – | – | ﹤0.01% | 539 |
|
|
2022
Q4 | $5.86K | Hold |
45
| – | – | ﹤0.01% | 526 |
|
|
2022
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 553 |
|
|
2022
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 577 |
|
|
2022
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 578 |
|
|
2021
Q4 | $8K | Hold |
45
| – | – | ﹤0.01% | 632 |
|
|
2021
Q3 | $6K | Sell |
45
-8
| -15% | -$1.07K | ﹤0.01% | 646 |
|
|
2021
Q2 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 701 |
|
|
2021
Q1 | – | Sell |
-53
| Closed | -$5K | – | 593 |
|
|
2020
Q4 | $5K | Buy |
53
+8
| +18% | +$755 | ﹤0.01% | 690 |
|
|
2020
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 562 |
|
|
2020
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 556 |
|
|
2020
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 620 |
|
|
2019
Q4 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 619 |
|