Stratos Wealth Partners’s Putnam Premier Income Trust PPT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $191K | Sell |
52,151
-9,943
| -16% | -$36.5K | ﹤0.01% | 1343 |
|
2025
Q1 | $224K | Sell |
62,094
-236
| -0.4% | -$852 | ﹤0.01% | 1231 |
|
2024
Q4 | $222K | Sell |
62,330
-10,614
| -15% | -$37.8K | ﹤0.01% | 1297 |
|
2024
Q3 | $272K | Buy |
72,944
+40,869
| +127% | +$152K | ﹤0.01% | 1195 |
|
2024
Q2 | $115K | Buy |
+32,075
| New | +$115K | ﹤0.01% | 1317 |
|
2018
Q4 | – | Sell |
-2,299
| Closed | -$12K | – | 2060 |
|
2018
Q3 | $12K | Buy |
+2,299
| New | +$12K | ﹤0.01% | 2103 |
|
2018
Q2 | – | Sell |
-2,299
| Closed | -$12K | – | 2157 |
|
2018
Q1 | $12K | Hold |
2,299
| – | – | ﹤0.01% | 2238 |
|
2017
Q4 | $12K | Buy |
+2,299
| New | +$12K | ﹤0.01% | 2093 |
|