Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-650
| Closed | -$47K | – | 1000 |
|
|
2019
Q1 | $47K | Hold |
650
| – | – | 0.01% | 367 |
|
|
2018
Q4 | $43K | Hold |
650
| – | – | 0.01% | 358 |
|
|
2018
Q3 | $50K | Buy |
+650
| New | +$50K | 0.01% | 365 |
|
|
2015
Q4 | – | Sell |
-91
| Closed | -$3K | – | 1071 |
|
|
2015
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 1084 |
|
|
2015
Q2 | $4K | Hold |
91
| – | – | ﹤0.01% | 1120 |
|
|
2015
Q1 | $5K | Hold |
91
| – | – | ﹤0.01% | 1015 |
|
|
2014
Q4 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 635 |
|