Sutton Wealth Advisors’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,864
| Closed | -$60.7K | – | 1359 |
|
|
2022
Q4 | $60.7K | Hold |
1,864
| – | – | 0.02% | 336 |
|
|
2022
Q3 | $48.8K | Sell |
1,864
-20
| -1% | -$582 | 0.02% | 380 |
|
|
2022
Q2 | $53.4K | Buy |
1,884
+24
| +1% | +$725 | 0.02% | 366 |
|
|
2022
Q1 | $61K | Hold |
1,860
| – | – | 0.02% | 352 |
|
|
2021
Q4 | $83K | Sell |
1,860
-252
| -12% | -$10.7K | 0.03% | 296 |
|
|
2021
Q3 | $73.1K | Sell |
2,112
-124
| -6% | -$4.15K | 0.03% | 295 |
|
|
2021
Q2 | $72.4K | Sell |
2,236
-4
| -0.2% | -$123 | 0.03% | 306 |
|
|
2021
Q1 | $61.4K | Hold |
2,240
| – | – | 0.02% | 343 |
|
|
2020
Q4 | $56.5K | Sell |
2,240
-180
| -7% | -$4.08K | 0.02% | 326 |
|
|
2020
Q3 | $44.2K | Sell |
2,420
-152
| -6% | -$2.59K | 0.02% | 325 |
|
|
2020
Q2 | $38K | Sell |
2,572
-168
| -6% | -$2.37K | 0.02% | 364 |
|
|
2020
Q1 | $34.6K | Buy |
2,740
+1,072
| +64% | +$19.1K | 0.02% | 343 |
|
|
2019
Q4 | $33.3K | Hold |
1,668
| – | – | 0.02% | 426 |
|
|
2019
Q3 | $31.5K | Hold |
1,668
| – | – | 0.02% | 436 |
|
|
2019
Q2 | $31K | Hold |
1,668
| – | – | 0.02% | 444 |
|
|
2019
Q1 | $30.4K | Hold |
1,668
| – | – | 0.02% | 437 |
|
|
2018
Q4 | $27.5K | Hold |
1,668
| – | – | 0.02% | 425 |
|
|
2018
Q3 | $31.8K | Hold |
1,668
| – | – | 0.02% | 418 |
|
|
2018
Q2 | $32K | Hold |
1,668
| – | – | 0.02% | 409 |
|
|
2018
Q1 | $34.6K | Hold |
1,668
| – | – | 0.02% | 378 |
|
|
2017
Q4 | $36K | Hold |
1,668
| – | – | 0.03% | 361 |
|
|
2017
Q3 | $24.7K | Hold |
1,668
| – | – | 0.02% | 473 |
|
|
2017
Q2 | $25K | Hold |
1,668
| – | – | 0.02% | 451 |
|
|
2017
Q1 | $26.6K | Hold |
1,668
| – | – | 0.02% | 405 |
|
|
2016
Q4 | $30.2K | Hold |
1,668
| – | – | 0.03% | 366 |
|
|
2016
Q3 | $20.1K | Hold |
1,668
| – | – | 0.02% | 459 |
|
|
2016
Q2 | $15.7K | Hold |
1,668
| – | – | 0.01% | 509 |
|
|
2016
Q1 | $20.7K | Buy |
+1,668
| New | +$16.9K | 0.02% | 430 |
|
Other funds holding PIPR
SIMG
GKIM
WHG
N
