Prospera Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,578
| Closed | -$41.3K | – | 1131 |
|
|
2023
Q4 | $41.3K | Buy |
11,578
+263
| +2% | +$939 | ﹤0.01% | 1037 |
|
|
2023
Q3 | $37.9K | Buy |
11,315
+243
| +2% | +$814 | ﹤0.01% | 996 |
|
|
2023
Q2 | $39K | Buy |
11,072
+238
| +2% | +$838 | ﹤0.01% | 992 |
|
|
2023
Q1 | $38.6K | Buy |
10,834
+222
| +2% | +$790 | ﹤0.01% | 943 |
|
|
2022
Q4 | $38.5K | Buy |
+10,612
| New | +$38.5K | ﹤0.01% | 883 |
|
|
2022
Q2 | – | Sell |
-19,500
| Closed | -$78K | – | 2340 |
|
|
2022
Q1 | $78K | Sell |
19,500
-2,131
| -10% | -$8.52K | ﹤0.01% | 1198 |
|
|
2021
Q4 | $92K | Hold |
21,631
| – | – | ﹤0.01% | 850 |
|
|
2021
Q3 | $99K | Buy |
21,631
+500
| +2% | +$2.29K | ﹤0.01% | 777 |
|
|
2021
Q2 | $99K | Buy |
+21,131
| New | +$99K | 0.01% | 780 |
|
|
2020
Q4 | – | Sell |
-5,000
| Closed | -$22K | – | 1323 |
|
|
2020
Q3 | $22K | Buy |
+5,000
| New | +$22K | 0.01% | 876 |
|