Next Financial Group’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
Q4 | – | Sell |
-1,000
| Closed | -$5K | – | 2508 |
|
|
2019
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1917 |
|
|
2019
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1901 |
|
|
2019
Q1 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1268 |
|
|
2018
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1553 |
|
|
2018
Q3 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 1168 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$5K | – | 1101 |
|
|
2017
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 1431 |
|
|
2017
Q2 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 1556 |
|
|
2015
Q4 | – | Sell |
-2,825
| Closed | -$13K | – | 1917 |
|
|
2015
Q3 | $13K | Hold |
2,825
| – | – | ﹤0.01% | 1119 |
|
|
2015
Q2 | $14K | Hold |
2,825
| – | – | ﹤0.01% | 1150 |
|
|
2015
Q1 | $14K | Sell |
2,825
-1,870
| -40% | -$9.27K | ﹤0.01% | 1132 |
|
|
2014
Q4 | $25K | Buy |
4,695
+1,494
| +47% | +$7.96K | 0.01% | 897 |
|
|
2014
Q3 | $18K | Buy |
+3,201
| New | +$18K | ﹤0.01% | 1475 |
|