Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,381
| Closed | -$39K | – | 368 |
|
|
2018
Q3 | $39K | Hold |
7,381
| – | – | 0.02% | 152 |
|
|
2018
Q2 | $38K | Sell |
7,381
-1,876
| -20% | -$9.66K | 0.02% | 157 |
|
|
2018
Q1 | $49K | Hold |
9,257
| – | – | 0.03% | 147 |
|
|
2017
Q4 | $49K | Hold |
9,257
| – | – | 0.03% | 144 |
|
|
2017
Q3 | $49K | Buy |
+9,257
| New | +$49K | 0.04% | 134 |
|