Whittier Trust’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-20
| Closed | -$3K | – | 1555 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 1418 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 1453 |
|
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 1338 |
|
|
2020
Q3 | $1K | Sell |
20
-30
| -60% | -$1.5K | ﹤0.01% | 1397 |
|
|
2020
Q2 | $3K | Sell |
50
-16
| -24% | -$960 | ﹤0.01% | 1232 |
|
|
2020
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 1247 |
|
|
2019
Q3 | $5K | Hold |
66
| – | – | ﹤0.01% | 1258 |
|
|
2019
Q2 | $5K | Hold |
66
| – | – | ﹤0.01% | 1155 |
|
|
2019
Q1 | $5K | Buy |
66
+50
| +313% | +$3.79K | ﹤0.01% | 1139 |
|
|
2018
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1291 |
|
|
2018
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1236 |
|
|
2018
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1229 |
|
|
2018
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1275 |
|
|
2017
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1246 |
|
|
2017
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1286 |
|
|
2017
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1217 |
|
|
2017
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1314 |
|
|
2016
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1158 |
|
|
2016
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1151 |
|
|
2016
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1170 |
|
|
2016
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1154 |
|
|
2015
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1164 |
|
|
2015
Q2 | – | Sell |
-14
| Closed | -$1K | – | 1262 |
|
|
2015
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 1200 |
|
|
2014
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1050 |
|
|
2014
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 1027 |
|
|
2014
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1022 |
|
|
2014
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 1049 |
|
|
2013
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 1052 |
|
|
2013
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1078 |
|
|
2013
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1075 |
|