IPW
IronBridge Private Wealth’s Putnam ESG Ultra Short ETF PULT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.9M | Sell |
233,951
-2,023
| -0.9% | -$103K | 4.67% | 5 |
|
|
2024
Q4 | $11.9M | Sell |
235,974
-12,912
| -5% | -$651K | 4.37% | 4 |
|
|
2024
Q3 | $12.6M | Buy |
248,886
+2,015
| +0.8% | +$102K | 4.72% | 3 |
|
|
2024
Q2 | $12.5M | Buy |
246,871
+16,334
| +7% | +$825K | 4.67% | 4 |
|
|
2024
Q1 | $11.6M | Buy |
230,537
+20,502
| +10% | +$1.03M | 4.82% | 4 |
|
|
2023
Q4 | $10.6M | Buy |
+210,035
| New | +$10.6M | 5.15% | 3 |
|