Shaker Financial Services’s Putnam Master Intermediate Income Trust PIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $204K | Sell |
|
|||||
|
2025
Q1 | $400K | Sell |
|
|||||
|
2024
Q4 | $445K | Buy |
|
|||||
|
2024
Q3 | $461K | Sell |
|
|||||
|
2024
Q2 | $772K | Buy |
|
|||||
|
2024
Q1 | $149K | Buy |
|
|||||
|
2023
Q4 | $78K | Buy |
|
|||||
|
2023
Q3 | $58.5K | Sell |
|
|||||
|
2023
Q2 | $315K | Sell |
|
|||||
|
2023
Q1 | $866K | Buy |
|
|||||
|
2022
Q4 | $357K | Buy |
|
|||||
|
2022
Q3 | $169K | Sell |
|
|||||
|
2022
Q2 | $632K | Sell |
|
|||||
|
2022
Q1 | $1.67M | Buy |
|
|||||
|
2021
Q4 | $1.79M | Sell |
|
|||||
|
2021
Q3 | $2.74M | Sell |
|
|||||
|
2021
Q2 | $3.34M | Sell |
|
|||||
|
2021
Q1 | $3.5M | Buy |
|
|||||
|
2020
Q4 | $2.19M | Buy |
|
|||||
|
2020
Q3 | $1.69M | Buy |
|
|||||
|
2020
Q2 | $1.39M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $683K | Sell |
|
|||||
|
2019
Q3 | $967K | Buy |
|
|||||
|
2019
Q2 | $893K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $536K | Sell |
|
|||||
|
2018
Q2 | $614K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $133K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $171K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $1.29M | Buy |
|