CWM
PPT

Circle Wealth Management’s Putnam Premier Income Trust PPT Stock Holding History

Circle Wealth Management’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-12,700
Closed -$68K – 98
2017
Q3 		$68K Buy
+12,700
New +$68K 0.03% 89