SVB Wealth’s Perma-Pipe International PPIH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42,256
| Closed | -$452K | – | 987 |
|
|
2023
Q1 | $452K | Hold |
42,256
| – | – | 0.01% | 558 |
|
|
2022
Q4 | $399K | Hold |
42,256
| – | – | 0.01% | 623 |
|
|
2022
Q3 | $399K | Buy |
42,256
+3,202
| +8% | +$30.2K | 0.01% | 585 |
|
|
2022
Q2 | $351K | Buy |
39,054
+1,239
| +3% | +$11.1K | 0.01% | 519 |
|
|
2022
Q1 | $357K | Hold |
37,815
| – | – | ﹤0.01% | 536 |
|
|
2021
Q4 | $328K | Hold |
37,815
| – | – | 0.01% | 551 |
|
|
2021
Q3 | $293K | Hold |
37,815
| – | – | ﹤0.01% | 797 |
|
|
2021
Q2 | $252K | Buy |
37,815
+4,710
| +14% | +$31.4K | ﹤0.01% | 822 |
|
|
2021
Q1 | $201K | Hold |
33,105
| – | – | ﹤0.01% | 832 |
|
|
2020
Q4 | $202K | Hold |
33,105
| – | – | ﹤0.01% | 743 |
|
|
2020
Q3 | $187K | Buy |
33,105
+5,279
| +19% | +$29.8K | ﹤0.01% | 644 |
|
|
2020
Q2 | $156K | Hold |
27,826
| – | – | ﹤0.01% | 559 |
|
|
2020
Q1 | $173K | Hold |
27,826
| – | – | ﹤0.01% | 471 |
|
|
2019
Q4 | $261K | Hold |
27,826
| – | – | ﹤0.01% | 523 |
|
|
2019
Q3 | $268K | Buy |
27,826
+6,210
| +29% | +$59.8K | 0.01% | 450 |
|
|
2019
Q2 | $197K | Hold |
21,616
| – | – | 0.01% | 502 |
|
|
2019
Q1 | $190K | Hold |
21,616
| – | – | 0.01% | 384 |
|
|
2018
Q4 | $189K | Buy |
+21,616
| New | +$189K | 0.01% | 384 |
|