Cypress Wealth Services’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-15,000
| Closed | -$73K | – | 300 |
|
2021
Q1 | $73K | Hold |
15,000
| – | – | 0.02% | 291 |
|
2020
Q4 | $70K | Buy |
+15,000
| New | +$70K | 0.02% | 284 |
|
2020
Q3 | – | Sell |
-15,000
| Closed | -$71K | – | 183 |
|
2020
Q2 | $71K | Hold |
15,000
| – | – | 0.02% | 268 |
|
2020
Q1 | $68K | Hold |
15,000
| – | – | 0.02% | 239 |
|
2019
Q4 | $81K | Hold |
15,000
| – | – | 0.02% | 253 |
|
2019
Q3 | $79K | Hold |
15,000
| – | – | 0.02% | 250 |
|
2019
Q2 | $77K | Hold |
15,000
| – | – | 0.02% | 258 |
|
2019
Q1 | $77K | Hold |
15,000
| – | – | 0.02% | 256 |
|
2018
Q4 | $70K | Hold |
15,000
| – | – | 0.03% | 216 |
|
2018
Q3 | $79K | Hold |
15,000
| – | – | 0.03% | 224 |
|
2018
Q2 | $78K | Hold |
15,000
| – | – | 0.03% | 220 |
|
2018
Q1 | $78K | Hold |
15,000
| – | – | 0.03% | 191 |
|
2017
Q4 | $80K | Buy |
+15,000
| New | +$80K | 0.03% | 201 |
|