Stratos Wealth Partners’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 | $67.6K | Buy |
20,181
+1,124
| +6% | +$3.77K | ﹤0.01% | 1396 |
|
2025
Q1 | $63.3K | Hold |
19,057
| – | – | ﹤0.01% | 1334 |
|
2024
Q4 | $62.1K | Hold |
19,057
| – | – | ﹤0.01% | 1420 |
|
2024
Q3 | $64.6K | Buy |
19,057
+2,507
| +15% | +$8.5K | ﹤0.01% | 1403 |
|
2024
Q2 | $53.4K | Buy |
+16,550
| New | +$53.4K | ﹤0.01% | 1344 |
|
2020
Q2 | – | Sell |
-74,700
| Closed | -$305K | – | 1026 |
|
2020
Q1 | $305K | Buy |
+74,700
| New | +$305K | 0.01% | 684 |
|