AE Wealth Management’s Putnam Premier Income Trust PPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30,512
| Closed | -$109K | – | 2017 |
|
|
2023
Q1 | $109K | Buy |
30,512
+607
| +2% | +$2.16K | ﹤0.01% | 1785 |
|
|
2022
Q4 | $109K | Buy |
29,905
+1,871
| +7% | +$6.79K | ﹤0.01% | 1709 |
|
|
2022
Q3 | $100K | Buy |
28,034
+568
| +2% | +$2.03K | ﹤0.01% | 1651 |
|
|
2022
Q2 | $104K | Buy |
27,466
+538
| +2% | +$2.04K | ﹤0.01% | 1638 |
|
|
2022
Q1 | $107K | Sell |
26,928
-1,196
| -4% | -$4.75K | ﹤0.01% | 1608 |
|
|
2021
Q4 | $120K | Buy |
28,124
+186
| +0.7% | +$794 | ﹤0.01% | 1630 |
|
|
2021
Q3 | $128K | Buy |
27,938
+1,289
| +5% | +$5.91K | ﹤0.01% | 1543 |
|
|
2021
Q2 | $124K | Buy |
+26,649
| New | +$124K | ﹤0.01% | 1520 |
|