EP
PPT

Essential Planning’s Putnam Premier Income Trust PPT Stock Holding History

Essential Planning’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-226,850
Closed -$817K – 245
2024
Q4 		$817K Buy
+226,850
New +$817K 0.01% 239