BerganKDV Wealth Management’s Putnam Premier Income Trust PPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $910K | Buy |
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|
2023
Q1 | $914K | Buy |
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|
2022
Q4 | $913K | Buy |
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|
2022
Q3 | $870K | Sell |
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|
2022
Q2 | $943K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $629K | Buy |
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|
2020
Q4 | $264K | Sell |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q2 | $303K | Sell |
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|
2020
Q1 | $290K | Buy |
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|
2019
Q4 | $257K | Buy |
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|
2019
Q3 | $241K | Sell |
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|
2019
Q2 | $275K | Buy |
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|
2019
Q1 | $268K | Buy |
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|
2018
Q4 | $240K | Buy |
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|
2018
Q3 | $266K | Buy |
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|
2018
Q2 | $246K | Sell |
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|
2018
Q1 | $249K | Buy |
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|
2017
Q4 | $246K | Buy |
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|
2017
Q3 | $101K | Buy |
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