9258 Wealth Management’s Putnam Master Intermediate Income Trust PIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,584
| Closed | -$60K | – | 304 |
|
|
2019
Q4 | $60K | Sell |
12,584
-6,000
| -32% | -$28.6K | 0.02% | 309 |
|
|
2019
Q3 | $85K | Hold |
18,584
| – | – | 0.07% | 177 |
|
|
2019
Q2 | $85K | Sell |
18,584
-3,750
| -17% | -$17.2K | 0.07% | 177 |
|
|
2019
Q1 | $101K | Hold |
22,334
| – | – | 0.09% | 165 |
|
|
2018
Q4 | $95K | Buy |
+22,334
| New | +$95K | 0.09% | 161 |
|