Creative Planning’s Putnam Premier Income Trust PPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Hold |
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|
2025
Q1 | $284K | Hold |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $558K | Buy |
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|
2023
Q2 | $60.8K | Buy |
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|
2023
Q1 | $57.6K | Sell |
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|
2022
Q4 | $59.8K | Buy |
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|
2022
Q3 | $44K | Sell |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $56K | Hold |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $61K | Sell |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $55K | Sell |
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|
2020
Q2 | $60K | Hold |
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|
2020
Q1 | $58K | Sell |
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|
2019
Q4 | $71K | Sell |
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|
2019
Q3 | $73K | Hold |
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|
2019
Q2 | $72K | Sell |
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|
2019
Q1 | $133K | Sell |
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|
2018
Q4 | $149K | Buy |
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|
2018
Q3 | $98K | Sell |
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|
2018
Q2 | $132K | Sell |
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|
2018
Q1 | $135K | Buy |
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|
2017
Q4 | $111K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $44K | Sell |
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|
2017
Q1 | $48K | Sell |
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|
2016
Q4 | $76K | Buy |
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|
2016
Q3 | $30K | Buy |
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|
2016
Q2 | $24K | Sell |
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|
2016
Q1 | $41K | Buy |
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|
2015
Q4 | $42K | Buy |
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|
2015
Q3 | $28K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $19K | Sell |
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|
2014
Q4 | $22K | Buy |
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|
2014
Q3 | $9K | Sell |
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|
2014
Q2 | $75K | Buy |
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|
2014
Q1 | $8K | Buy |
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|
2013
Q4 | $3K | Sell |
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|
2013
Q3 | $7K | Sell |
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|
2013
Q2 | $65K | Buy |
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