TFO Wealth Partners’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1
| Closed | -$198 | – | 580 |
|
2024
Q1 | $198 | Hold |
1
| – | – | ﹤0.01% | 490 |
|
2023
Q4 | $175 | Hold |
1
| – | – | ﹤0.01% | 677 |
|
2023
Q3 | $129 | Hold |
1
| – | – | ﹤0.01% | 939 |
|
2023
Q2 | $129 | Hold |
1
| – | – | ﹤0.01% | 614 |
|
2023
Q1 | $139 | Sell |
1
-25
| -96% | -$3.48K | ﹤0.01% | 573 |
|
2022
Q4 | $5.94K | Buy |
+26
| New | +$5.94K | ﹤0.01% | 151 |
|