Steward Partners Investment Advisory’s Putnam Master Intermediate Income Trust PIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.34K	Hold	400	–	–	﹤0.01%	3815
2025 Q1	$1.33K	Hold	400	–	–	﹤0.01%	3724
2024 Q4	$1.3K	Hold	400	–	–	﹤0.01%	3718
2024 Q3	$1.36K	Hold	400	–	–	﹤0.01%	3498
2024 Q2	$1.29K	Hold	400	–	–	﹤0.01%	3360
2024 Q1	$1.28K	Hold	400	–	–	﹤0.01%	3349
2023 Q4	$1.28K	Hold	400	–	–	﹤0.01%	3278
2023 Q3	$1.21K	Hold	400	–	–	﹤0.01%	3164
2023 Q2	$1.26K	Hold	400	–	–	﹤0.01%	3099
2023 Q1	$1.27K	Hold	400	–	–	﹤0.01%	3094
2022 Q4	$1.28K	Hold	400	–	–	﹤0.01%	3097
2022 Q3	$1K	Hold	400	–	–	﹤0.01%	3155
2022 Q2	$1K	Hold	400	–	–	﹤0.01%	3148
2022 Q1	$1K	Hold	400	–	–	﹤0.01%	3208
2021 Q4	$2K	Hold	400	–	–	﹤0.01%	3030
2021 Q3	$2K	Hold	400	–	–	﹤0.01%	3002
2021 Q2	$2K	Hold	400	–	–	﹤0.01%	6884
2021 Q1	$1.73K	Hold	400	–	–	﹤0.01%	3250
2020 Q4	$2K	Hold	400	–	–	﹤0.01%	2723
2020 Q3	$2K	Hold	400	–	–	﹤0.01%	2590
2020 Q2	$2K	Hold	400	–	–	﹤0.01%	2485
2020 Q1	$1K	Hold	400	–	–	﹤0.01%	2410
2019 Q4	$1K	Sell	400 -522	-57%	-$1.31K	﹤0.01%	2530
2019 Q3	$4K	Buy	922 +10	+1%	+$43	﹤0.01%	2308
2019 Q2	$4K	Buy	+912	New	+$4K	﹤0.01%	2290
2018 Q4	–	Sell	-884	Closed	-$4K	–	1756
2018 Q3	$4K	Sell	884 -1,412	-61%	-$6.39K	﹤0.01%	2212
2018 Q2	$11K	Buy	2,296 +1,896	+474%	+$9.08K	﹤0.01%	1703
2018 Q1	$1K	Hold	400	–	–	﹤0.01%	2156
2017 Q4	$1K	Hold	400	–	–	﹤0.01%	1802
2017 Q3	$1K	Hold	400	–	–	﹤0.01%	1608
2017 Q2	$1K	Hold	400	–	–	﹤0.01%	1539
2017 Q1	$1K	Hold	400	–	–	﹤0.01%	1428
2016 Q4	$1K	Buy	+400	New	+$1K	﹤0.01%	820