Laurel Wealth Advisors (California)’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-12,007
| Closed | -$62K | – | 412 |
|
2019
Q1 | $62K | Buy |
12,007
+113
| +1% | +$583 | 0.02% | 386 |
|
2018
Q4 | $55K | Buy |
+11,894
| New | +$55K | 0.02% | 338 |
|
2018
Q3 | – | Sell |
-11,514
| Closed | -$60K | – | 415 |
|
2018
Q2 | $60K | Buy |
11,514
+114
| +1% | +$594 | 0.02% | 379 |
|
2018
Q1 | $59K | Buy |
+11,400
| New | +$59K | 0.02% | 349 |
|