IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.3K | Buy |
19,980
+8,130
| +69% | +$29.8K | ﹤0.01% | 1833 |
|
|
2025
Q1 | $42.8K | Buy |
11,850
+6,871
| +138% | +$24.8K | ﹤0.01% | 1961 |
|
|
2024
Q4 | $17.7K | Hold |
4,979
| – | – | ﹤0.01% | 2304 |
|
|
2024
Q3 | $18.6K | Sell |
4,979
-1,095
| -18% | -$4.09K | ﹤0.01% | 2173 |
|
|
2024
Q2 | $21.7K | Buy |
6,074
+108
| +2% | +$387 | ﹤0.01% | 2043 |
|
|
2024
Q1 | $21K | Buy |
5,966
+101
| +2% | +$356 | ﹤0.01% | 1945 |
|
|
2023
Q4 | $20.9K | Buy |
5,865
+107
| +2% | +$382 | ﹤0.01% | 1894 |
|
|
2023
Q3 | $19.3K | Buy |
5,758
+98
| +2% | +$328 | ﹤0.01% | 1971 |
|
|
2023
Q2 | $19.9K | Buy |
5,660
+96
| +2% | +$338 | ﹤0.01% | 1995 |
|
|
2023
Q1 | $27.6K | Sell |
5,564
-393
| -7% | -$1.95K | ﹤0.01% | 1872 |
|
|
2022
Q4 | $29K | Buy |
5,957
+86
| +1% | +$419 | ﹤0.01% | 2628 |
|
|
2022
Q3 | $29K | Buy |
5,871
+85
| +1% | +$420 | ﹤0.01% | 2800 |
|
|
2022
Q2 | $28K | Hold |
5,786
| – | – | ﹤0.01% | 2588 |
|
|
2022
Q1 | $28K | Buy |
+5,786
| New | +$28K | ﹤0.01% | 2588 |
|
|
2018
Q2 | – | Sell |
-10,000
| Closed | -$53K | – | 3971 |
|
|
2018
Q1 | $53K | Hold |
10,000
| – | – | ﹤0.01% | 1776 |
|
|
2017
Q4 | $53K | Sell |
10,000
-1,011
| -9% | -$5.36K | ﹤0.01% | 1772 |
|
|
2017
Q3 | $59K | Hold |
11,011
| – | – | ﹤0.01% | 1879 |
|
|
2017
Q2 | $60K | Buy |
11,011
+10,000
| +989% | +$54.5K | ﹤0.01% | 1826 |
|
|
2017
Q1 | $5K | Hold |
1,011
| – | – | ﹤0.01% | 3279 |
|
|
2016
Q4 | $5K | Sell |
1,011
-18,500
| -95% | -$91.5K | ﹤0.01% | 3284 |
|
|
2016
Q3 | $95K | Hold |
19,511
| – | – | ﹤0.01% | 1395 |
|
|
2016
Q2 | $92K | Buy |
+19,511
| New | +$92K | 0.01% | 1385 |
|
|
2016
Q1 | – | Sell |
-19,511
| Closed | -$97K | – | 3168 |
|
|
2015
Q4 | $97K | Buy |
+19,511
| New | +$97K | 0.01% | 1187 |
|