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Montag & Associates’s Piper Sandler PIPR Stock Holding History

Montag & Associates’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-125
Closed -$16.3K – 948
2022
Q4 		$16.3K Hold
125
– – ﹤0.01% 684
2022
Q3 		$13K Buy
+125
New +$13K ﹤0.01% 708