Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15
| Closed | -$2K | – | 2046 |
|
|
2020
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 1506 |
|
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1457 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1848 |
|
|
2020
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1639 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1542 |
|
|
2019
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1461 |
|
|
2019
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1479 |
|
|
2019
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1471 |
|
|
2018
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1399 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1656 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1495 |
|
|
2018
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 1452 |
|
|
2017
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1301 |
|