Jones Financial Companies’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 | $453K | Buy |
123,407
+105,192
| +578% | +$386K | ﹤0.01% | 1313 |
|
|
2025
Q1 | $65.6K | Buy |
18,215
+4,499
| +33% | +$16.2K | ﹤0.01% | 1951 |
|
|
2024
Q4 | $48.8K | Buy |
13,716
+7,177
| +110% | +$25.6K | ﹤0.01% | 1891 |
|
|
2024
Q3 | $24.1K | Buy |
6,539
+2,038
| +45% | +$7.5K | ﹤0.01% | 1892 |
|
|
2024
Q2 | $16.1K | Buy |
+4,501
| New | +$16.1K | ﹤0.01% | 1611 |
|
|
2021
Q2 | – | Sell |
-5,084
| Closed | -$25K | – | 760 |
|
|
2021
Q1 | $25K | Buy |
+5,084
| New | +$25K | ﹤0.01% | 432 |
|