Personal Wealth Partners’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-113
| Closed | -$15K | – | 314 |
|
2021
Q2 | $15K | Buy |
+113
| New | +$15K | 0.01% | 234 |
|
2020
Q1 | – | Sell |
-113
| Closed | -$9K | – | 460 |
|
2019
Q4 | $9K | Buy |
113
+1
| +0.9% | +$80 | ﹤0.01% | 242 |
|
2019
Q3 | $8K | Hold |
112
| – | – | ﹤0.01% | 252 |
|
2019
Q2 | $8K | Buy |
+112
| New | +$8K | ﹤0.01% | 225 |
|