Peachtree Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-89,500
| Closed | -$456K | – | 211 |
|
|
2015
Q2 | $456K | Hold |
89,500
| – | – | 0.34% | 76 |
|
|
2015
Q1 | $472K | Sell |
89,500
-4,500
| -5% | -$23.7K | 0.34% | 77 |
|
|
2014
Q4 | $494K | Hold |
94,000
| – | – | 0.33% | 85 |
|
|
2014
Q3 | $515K | Buy |
94,000
+40,500
| +76% | +$222K | 0.34% | 81 |
|
|
2014
Q2 | $297K | Buy |
53,500
+13,500
| +34% | +$74.9K | 0.2% | 114 |
|
|
2014
Q1 | $221K | Buy |
40,000
+15,000
| +60% | +$82.9K | 0.15% | 120 |
|
|
2013
Q4 | $136K | Buy |
+25,000
| New | +$136K | 0.09% | 127 |
|