Concert Wealth Management’s Putnam Master Intermediate Income Trust PIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-11,500
| Closed | -$58K | – | 648 |
|
|
2014
Q3 | $58K | Hold |
11,500
| – | – | 0.01% | 535 |
|
|
2014
Q2 | $57K | Hold |
11,500
| – | – | 0.01% | 558 |
|
|
2014
Q1 | $59K | Hold |
11,500
| – | – | 0.01% | 551 |
|
|
2013
Q4 | $58K | Hold |
11,500
| – | – | 0.01% | 527 |
|
|
2013
Q3 | $56K | Sell |
11,500
-12,000
| -51% | -$58.4K | 0.01% | 522 |
|
|
2013
Q2 | $117K | Buy |
+23,500
| New | +$117K | 0.02% | 490 |
|