Allworth Financial’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $222K | Buy |
+66,272
| New | +$222K | ﹤0.01% | 1128 |
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$6.4K | – | 3772 |
|
2024
Q1 | $6.4K | Hold |
2,000
| – | – | ﹤0.01% | 2302 |
|
2023
Q4 | $6.38K | Buy |
+2,000
| New | +$6.38K | ﹤0.01% | 2169 |
|
2020
Q4 | – | Sell |
-653
| Closed | -$3K | – | 1421 |
|
2020
Q3 | $3K | Hold |
653
| – | – | ﹤0.01% | 946 |
|
2020
Q2 | $3K | Buy |
+653
| New | +$3K | ﹤0.01% | 960 |
|