Steward Partners Investment Advisory’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 | $1.38K | Hold |
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2025
Q2 | $1.34K | Hold |
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2025
Q1 | $1.33K | Hold |
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|
2024
Q4 | $1.3K | Hold |
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|
2024
Q3 | $1.36K | Hold |
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|
2024
Q2 | $1.29K | Hold |
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|
2024
Q1 | $1.28K | Hold |
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|
2023
Q4 | $1.28K | Hold |
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|
2023
Q3 | $1.21K | Hold |
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|
2023
Q2 | $1.26K | Hold |
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|
2023
Q1 | $1.27K | Hold |
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|
2022
Q4 | $1.28K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $1.73K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Sell |
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|
2019
Q3 | $4K | Buy |
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|
2019
Q2 | $4K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Sell |
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|
2018
Q2 | $11K | Buy |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Buy |
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