Pinnacle Wealth Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,082
| Closed | -$40K | – | 477 |
|
|
2022
Q3 | $40K | Hold |
11,082
| – | – | 0.01% | 398 |
|
|
2022
Q2 | $42K | Buy |
11,082
+653
| +6% | +$2.48K | 0.01% | 411 |
|
|
2022
Q1 | $42K | Buy |
+10,429
| New | +$42K | 0.01% | 424 |
|
|
2021
Q1 | – | Sell |
-2,648
| Closed | -$12K | – | 1532 |
|
|
2020
Q4 | $12K | Buy |
+2,648
| New | +$12K | ﹤0.01% | 1332 |
|