Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $192K | Buy |
52,294
+1,100
| +2% | +$4.04K | 0.02% | 522 |
|
|
2025
Q1 | $185K | Buy |
51,194
+12,600
| +33% | +$45.5K | 0.02% | 502 |
|
|
2024
Q4 | $137K | Hold |
38,594
| – | – | 0.01% | 459 |
|
|
2024
Q3 | $144K | Hold |
38,594
| – | – | 0.02% | 445 |
|
|
2024
Q2 | $138K | Hold |
38,594
| – | – | 0.02% | 435 |
|
|
2024
Q1 | $136K | Buy |
38,594
+1,400
| +4% | +$4.93K | 0.02% | 410 |
|
|
2023
Q4 | $133K | Hold |
37,194
| – | – | 0.02% | 332 |
|
|
2023
Q3 | $125K | Hold |
37,194
| – | – | 0.02% | 311 |
|
|
2023
Q2 | $131K | Buy |
37,194
+2,250
| +6% | +$7.92K | 0.02% | 313 |
|
|
2023
Q1 | $124K | Buy |
34,944
+1,625
| +5% | +$5.79K | 0.02% | 292 |
|
|
2022
Q4 | $121K | Hold |
33,319
| – | – | 0.03% | 287 |
|
|
2022
Q3 | $119K | Buy |
33,319
+2,525
| +8% | +$9.02K | 0.03% | 271 |
|
|
2022
Q2 | $117K | Hold |
30,794
| – | – | 0.02% | 294 |
|
|
2022
Q1 | $123K | Hold |
30,794
| – | – | 0.02% | 331 |
|
|
2021
Q4 | $131K | Hold |
30,794
| – | – | 0.02% | 344 |
|
|
2021
Q3 | $141K | Buy |
30,794
+3,700
| +14% | +$16.9K | 0.02% | 311 |
|
|
2021
Q2 | $126K | Buy |
+27,094
| New | +$126K | 0.02% | 322 |
|
|
2021
Q1 | – | Sell |
-24,944
| Closed | -$115K | – | 204 |
|
|
2020
Q4 | $115K | Buy |
+24,944
| New | +$115K | 0.02% | 290 |
|
|
2020
Q3 | – | Sell |
-18,419
| Closed | -$87K | – | 215 |
|
|
2020
Q2 | $87K | Hold |
18,419
| – | – | 0.02% | 241 |
|
|
2020
Q1 | $83K | Hold |
18,419
| – | – | 0.03% | 161 |
|
|
2019
Q4 | $103K | Hold |
18,419
| – | – | 0.04% | 135 |
|
|
2019
Q3 | $99K | Buy |
18,419
+1,900
| +12% | +$10.2K | 0.05% | 130 |
|
|
2019
Q2 | $85K | Buy |
+16,519
| New | +$85K | 0.04% | 131 |
|