SAG
PPT
SageView Advisory Group’s Putnam Premier Income Trust PPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,761
| Closed | -$58.8K | – | 605 |
|
|
2024
Q3 | $58.8K | Buy |
+15,761
| New | +$58.8K | ﹤0.01% | 505 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 555 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 753 |
|
|
2023
Q4 | – | Sell |
-25,159
| Closed | -$84.3K | – | 628 |
|
|
2023
Q3 | $84.3K | Sell |
25,159
-19,262
| -43% | -$64.5K | ﹤0.01% | 520 |
|
|
2023
Q2 | $156K | Sell |
44,421
-561
| -1% | -$1.98K | 0.01% | 535 |
|
|
2023
Q1 | $160K | Buy |
44,982
+184
| +0.4% | +$655 | 0.01% | 453 |
|
|
2022
Q4 | $163K | Buy |
+44,798
| New | +$163K | 0.01% | 400 |
|