Melfa 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
80,925
-688
| -0.8% | -$2.31K | 0.17% | 138 |
|
|
2025
Q1 | $271K | Hold |
81,613
| – | – | 0.18% | 128 |
|
|
2024
Q4 | $266K | Buy |
81,613
+7,500
| +10% | +$24.5K | 0.18% | 133 |
|
|
2024
Q3 | $251K | Hold |
74,113
| – | – | 0.17% | 142 |
|
|
2024
Q2 | $239K | Buy |
74,113
+79
| +0.1% | +$255 | 0.17% | 138 |
|
|
2024
Q1 | $237K | Buy |
74,034
+235
| +0.3% | +$752 | 0.17% | 137 |
|
|
2023
Q4 | $235K | Sell |
73,799
-7,255
| -9% | -$23.1K | 0.22% | 99 |
|
|
2023
Q3 | $245K | Buy |
81,054
+68,266
| +534% | +$206K | 0.27% | 88 |
|
|
2023
Q2 | $40.4K | Hold |
12,788
| – | – | 0.04% | 141 |
|
|
2023
Q1 | $40.7K | Hold |
12,788
| – | – | 0.04% | 137 |
|
|
2022
Q4 | $40.9K | Buy |
+12,788
| New | +$40.9K | 0.04% | 137 |
|