SW
PPT
SVB Wealth’s Putnam Premier Income Trust PPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,011
| Closed | -$4K | – | 822 |
|
|
2022
Q1 | $4K | Hold |
1,011
| – | – | ﹤0.01% | 786 |
|
|
2021
Q4 | $4K | Sell |
1,011
-505
| -33% | -$2K | ﹤0.01% | 795 |
|
|
2021
Q3 | $6K | Hold |
1,516
| – | – | ﹤0.01% | 993 |
|
|
2021
Q2 | $7K | Hold |
1,516
| – | – | ﹤0.01% | 972 |
|
|
2021
Q1 | $7K | Hold |
1,516
| – | – | ﹤0.01% | 916 |
|
|
2020
Q4 | $7K | Hold |
1,516
| – | – | ﹤0.01% | 848 |
|
|
2020
Q3 | $7K | Sell |
1,516
-505
| -25% | -$2.33K | ﹤0.01% | 735 |
|
|
2020
Q2 | $9K | Hold |
2,021
| – | – | ﹤0.01% | 615 |
|
|
2020
Q1 | $9K | Hold |
2,021
| – | – | ﹤0.01% | 549 |
|
|
2019
Q4 | $11K | Buy |
+2,021
| New | +$11K | ﹤0.01% | 629 |
|