Mount Yale Investment 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 | $392K | Buy |
1,410
+30
| +2% | +$8.34K | 0.03% | 390 |
|
|
2025
Q1 | $342K | Buy |
1,380
+4
| +0.3% | +$990 | 0.03% | 403 |
|
|
2024
Q4 | $413K | Sell |
1,376
-326
| -19% | -$97.8K | 0.03% | 371 |
|
|
2024
Q3 | $483K | Sell |
1,702
-7
| -0.4% | -$1.99K | 0.05% | 352 |
|
|
2024
Q2 | $393K | Sell |
1,709
-11
| -0.6% | -$2.53K | 0.03% | 385 |
|
|
2024
Q1 | $341K | Buy |
1,720
+130
| +8% | +$25.8K | 0.03% | 420 |
|
|
2023
Q4 | $278K | Sell |
1,590
-18
| -1% | -$3.15K | 0.03% | 428 |
|
|
2023
Q3 | $234K | Sell |
1,608
-41
| -2% | -$5.96K | 0.03% | 446 |
|
|
2023
Q2 | $213K | Sell |
1,649
-128
| -7% | -$16.5K | 0.02% | 455 |
|
|
2023
Q1 | $246K | Sell |
1,777
-62
| -3% | -$8.59K | 0.03% | 424 |
|
|
2022
Q4 | $239K | Sell |
1,839
-647
| -26% | -$84.3K | 0.03% | 400 |
|
|
2022
Q3 | $260K | Sell |
2,486
-67
| -3% | -$7.01K | 0.03% | 364 |
|
|
2022
Q2 | $289K | Buy |
2,553
+255
| +11% | +$28.9K | 0.04% | 358 |
|
|
2022
Q1 | $302K | Sell |
2,298
-28
| -1% | -$3.68K | 0.03% | 360 |
|
|
2021
Q4 | $415K | Sell |
2,326
-46
| -2% | -$8.21K | 0.04% | 315 |
|
|
2021
Q3 | $328K | Buy |
2,372
+11
| +0.5% | +$1.52K | 0.04% | 338 |
|
|
2021
Q2 | $306K | Sell |
2,361
-33
| -1% | -$4.28K | 0.04% | 314 |
|
|
2021
Q1 | $263K | Sell |
2,394
-118
| -5% | -$13K | 0.03% | 343 |
|
|
2020
Q4 | $253K | Buy |
+2,512
| New | +$253K | 0.04% | 335 |
|