EWA
PPT

EP Wealth Advisors’s Putnam Premier Income Trust PPT Stock Holding History

EP Wealth Advisors’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,974
Closed -$68.9K – 688
2022
Q4 		$68.9K Buy
+18,974
New +$68.9K ﹤0.01% 607