OneDigital Investment Advisors’s Putnam Premier Income Trust PPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.8K | Buy |
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|
2025
Q1 | $87K | Buy |
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|
2024
Q4 | $84.2K | Sell |
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|
2024
Q3 | $140K | Sell |
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|
2024
Q2 | $136K | Buy |
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|
2024
Q1 | $133K | Buy |
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|
2023
Q4 | $133K | Buy |
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|
2023
Q3 | $124K | Buy |
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|
2023
Q2 | $129K | Buy |
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|
2023
Q1 | $129K | Buy |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | $128K | Buy |
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|
2022
Q2 | $135K | Buy |
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|
2022
Q1 | $140K | Buy |
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|
2021
Q4 | $125K | Buy |
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|
2021
Q3 | $132K | Buy |
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|
2021
Q2 | $134K | Buy |
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|
2021
Q1 | $138K | Buy |
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|
2020
Q4 | $129K | Sell |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $341K | Buy |
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|
2020
Q1 | $333K | Buy |
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|
2019
Q4 | $250K | Hold |
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|
2019
Q3 | $242K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $216K | Hold |
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|
2018
Q3 | $242K | Hold |
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|
2018
Q2 | $241K | Hold |
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|
2018
Q1 | $241K | Hold |
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|
2017
Q4 | $245K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $250K | Buy |
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