Doyle Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,700
| Closed | -$8K | – | 590 |
|
|
2018
Q4 | $8K | Sell |
1,700
-41,837
| -96% | -$197K | ﹤0.01% | 664 |
|
|
2018
Q3 | $229K | Buy |
43,537
+2,314
| +6% | +$12.2K | 0.04% | 174 |
|
|
2018
Q2 | $216K | Buy |
41,223
+597
| +1% | +$3.13K | 0.04% | 168 |
|
|
2018
Q1 | $212K | Buy |
40,626
+603
| +2% | +$3.15K | 0.04% | 155 |
|
|
2017
Q4 | $213K | Buy |
40,023
+582
| +1% | +$3.1K | 0.04% | 161 |
|
|
2017
Q3 | $210K | Sell |
39,441
-17,739
| -31% | -$94.5K | 0.04% | 144 |
|
|
2017
Q2 | $310K | Buy |
57,180
+844
| +1% | +$4.58K | 0.06% | 111 |
|
|
2017
Q1 | $297K | Buy |
+56,336
| New | +$297K | 0.06% | 108 |
|