MPS Loria Financial Planners’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-53
| Closed | -$5K | – | 449 |
|
2021
Q1 | $5K | Hold |
53
| – | – | ﹤0.01% | 350 |
|
2020
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 372 |
|
2020
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 281 |
|
2020
Q2 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 300 |
|
2017
Q3 | – | Sell |
-53
| Closed | -$3K | – | 270 |
|
2017
Q2 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 342 |
|