Stifel Financial’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 | $145K | Sell |
43,280
-340
| -0.8% | -$1.14K | ﹤0.01% | 3315 |
|
2025
Q1 | $145K | Buy |
43,620
+141
| +0.3% | +$468 | ﹤0.01% | 3242 |
|
2024
Q4 | $142K | Buy |
43,479
+357
| +0.8% | +$1.16K | ﹤0.01% | 3218 |
|
2024
Q3 | $146K | Buy |
43,122
+32,798
| +318% | +$111K | ﹤0.01% | 3192 |
|
2024
Q2 | $33.3K | Buy |
+10,324
| New | +$33.3K | ﹤0.01% | 3304 |
|
2017
Q4 | – | Sell |
-11,237
| Closed | -$54K | – | 2714 |
|
2017
Q3 | $54K | Hold |
11,237
| – | – | ﹤0.01% | 2515 |
|
2017
Q2 | $52K | Hold |
11,237
| – | – | ﹤0.01% | 2494 |
|
2017
Q1 | $52K | Hold |
11,237
| – | – | ﹤0.01% | 2467 |
|
2016
Q4 | $52K | Sell |
11,237
-5,000
| -31% | -$23.1K | ﹤0.01% | 2401 |
|
2016
Q3 | $71K | Buy |
16,237
+4,407
| +37% | +$19.3K | ﹤0.01% | 2314 |
|
2016
Q2 | $51K | Sell |
11,830
-1,993
| -14% | -$8.59K | ﹤0.01% | 2433 |
|
2016
Q1 | $61K | Buy |
13,823
+880
| +7% | +$3.88K | ﹤0.01% | 2149 |
|
2015
Q4 | $59K | Buy |
+12,943
| New | +$59K | ﹤0.01% | 2270 |
|
2014
Q4 | – | Sell |
-10,199
| Closed | -$51K | – | 2363 |
|
2014
Q3 | $51K | Buy |
+10,199
| New | +$51K | ﹤0.01% | 2135 |
|