Integrated Wealth Concepts’s Putnam Premier Income Trust PPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
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|
2025
Q1 | $414K | Buy |
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|
2024
Q4 | $398K | Buy |
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|
2024
Q3 | $395K | Buy |
|
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $178K | Sell |
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|
2023
Q4 | $182K | Buy |
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|
2023
Q3 | $150K | Buy |
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|
2023
Q2 | $157K | Buy |
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|
2023
Q1 | $91K | Buy |
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|
2022
Q4 | $78K | Hold |
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|
2022
Q3 | $77K | Hold |
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|
2022
Q2 | $82K | Buy |
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