CWM
PIM

Concentric Wealth Management’s Putnam Master Intermediate Income Trust PIM Stock Holding History

Concentric Wealth Management’s Portfolio PIM Stock Details PIM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,600
Closed -$60K – 123
2019
Q4 		$60K Buy
+12,600
New +$60K 0.03% 127