Laidlaw Wealth Management’s Putnam Master Intermediate Income Trust PIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-28,400
| Closed | -$92K | – | 382 |
|
2022
Q3 | $92K | Hold |
28,400
| – | – | 0.02% | 316 |
|
2022
Q2 | $97K | Hold |
28,400
| – | – | 0.02% | 363 |
|
2022
Q1 | $102K | Hold |
28,400
| – | – | 0.02% | 383 |
|
2021
Q4 | $112K | Buy |
+28,400
| New | +$112K | 0.02% | 384 |
|
2021
Q1 | – | Sell |
-28,400
| Closed | -$120K | – | 324 |
|
2020
Q4 | $120K | Buy |
+28,400
| New | +$120K | 0.03% | 346 |
|