PRW Wealth Management’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.12M | Hold |
51,398
| – | – | 2.71% | 11 |
|
|
2023
Q2 | $7.36M | Hold |
51,398
| – | – | 2.53% | 10 |
|
|
2023
Q1 | $6.96M | Buy |
+51,398
| New | +$6.96M | 2.72% | 11 |
|
|
2021
Q2 | – | Sell |
-51,398
| Closed | -$5.64M | – | 284 |
|
|
2021
Q1 | $5.64M | Buy |
+51,398
| New | +$5.64M | 2.76% | 8 |
|
|
2020
Q2 | – | Sell |
-51,398
| Closed | -$2.6M | – | 84 |
|
|
2020
Q1 | $2.6M | Buy |
+51,398
| New | +$2.6M | 3.15% | 7 |
|
|
2019
Q3 | – | Sell |
-51,398
| Closed | -$3.82M | – | 50 |
|
|
2019
Q2 | $3.82M | Hold |
51,398
| – | – | 4.23% | 8 |
|
|
2019
Q1 | $3.74M | Buy |
+51,398
| New | +$3.74M | 3.48% | 8 |
|