Taylor Hoffman Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10,000
| Closed | -$36.3K | – | 110 |
|
2022
Q4 | $36.3K | Buy |
+10,000
| New | +$36.3K | 0.02% | 104 |
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$5K | – | 297 |
|
2020
Q2 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 330 |
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$5K | – | 308 |
|
2019
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 359 |
|
2019
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 358 |
|
2019
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 336 |
|
2019
Q1 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 333 |
|
2018
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 325 |
|
2018
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 330 |
|
2018
Q2 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 313 |
|
2018
Q1 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 335 |
|
2017
Q4 | $5K | Buy |
+1,000
| New | +$5K | ﹤0.01% | 340 |
|