Carson Wealth (CWM LLC)’s Putnam Premier Income Trust PPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
525
| – | – | ﹤0.01% | 4910 |
|
|
2025
Q1 | $2K | Hold |
525
| – | – | ﹤0.01% | 4794 |
|
|
2024
Q4 | $2K | Hold |
525
| – | – | ﹤0.01% | 4590 |
|
|
2024
Q3 | $2K | Buy |
+525
| New | +$2K | ﹤0.01% | 4443 |
|
|
2022
Q2 | – | Sell |
-18,100
| Closed | -$72K | – | 4011 |
|
|
2022
Q1 | $72K | Hold |
18,100
| – | – | ﹤0.01% | 1453 |
|
|
2021
Q4 | $77K | Buy |
+18,100
| New | +$77K | ﹤0.01% | 1403 |
|
|
2021
Q2 | $47K | Hold |
10,100
| – | – | ﹤0.01% | 1422 |
|
|
2021
Q1 | $47K | Hold |
10,100
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q4 | $47K | Hold |
10,100
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q3 | $47K | Hold |
10,100
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q2 | $47K | Hold |
10,100
| – | – | ﹤0.01% | 1422 |
|
|
2020
Q1 | $47K | Hold |
10,100
| – | – | ﹤0.01% | 1422 |
|
|
2019
Q4 | $47K | Hold |
10,100
| – | – | ﹤0.01% | 1422 |
|
|
2019
Q3 | $47K | Hold |
10,100
| – | – | ﹤0.01% | 1422 |
|
|
2019
Q2 | $47K | Hold |
10,100
| – | – | ﹤0.01% | 1422 |
|
|
2019
Q1 | $47K | Sell |
10,100
-2,761
| -21% | -$12.8K | ﹤0.01% | 1422 |
|
|
2018
Q4 | $60K | Buy |
+12,861
| New | +$60K | ﹤0.01% | 836 |
|