Plante Moran Financial Advisors’s Piper Sandler PIPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-11
Closed -$1K 1031
2022
Q2
$1K Buy
+11
New +$1K ﹤0.01% 930
2015
Q4
Sell
-140
Closed -$5K 980
2015
Q3
$5K Hold
140
﹤0.01% 586
2015
Q2
$6K Hold
140
﹤0.01% 600
2015
Q1
$7K Hold
140
﹤0.01% 573
2014
Q4
$8K Hold
140
0.01% 588
2014
Q3
$7K Hold
140
0.01% 625
2014
Q2
$7K Hold
140
0.01% 617
2014
Q1
$6K Hold
140
0.01% 444
2013
Q4
$6K Hold
140
﹤0.01% 519
2013
Q3
$5K Hold
140
﹤0.01% 475
2013
Q2
$4K Buy
+140
New +$4K ﹤0.01% 475