Perigon 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 | – | Sell |
-11,250
| Closed | -$37.4K | – | 1092 |
|
|
2025
Q1 | $37.4K | Buy |
+11,250
| New | +$37.4K | ﹤0.01% | 1017 |
|
|
2024
Q4 | – | Sell |
-14,500
| Closed | -$49.2K | – | 1075 |
|
|
2024
Q3 | $49.2K | Buy |
+14,500
| New | +$49.2K | ﹤0.01% | 982 |
|
|
2023
Q3 | – | Sell |
-13,000
| Closed | -$41.1K | – | 809 |
|
|
2023
Q2 | $41.1K | Buy |
+13,000
| New | +$41.1K | ﹤0.01% | 769 |
|