Mount Yale Investment Advisors’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $392K | Buy |
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|
2025
Q1 | $342K | Buy |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $328K | Buy |
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|
2021
Q2 | $306K | Sell |
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|
2021
Q1 | $263K | Sell |
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|
2020
Q4 | $253K | Buy |
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