TW
PIM
Transform Wealth’s Putnam Master Intermediate Income Trust PIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $562K | Hold |
169,225
| – | – | 0.03% | 164 |
|
|
2024
Q4 | $555K | Buy |
+169,225
| New | +$555K | 0.03% | 175 |
|
|
2024
Q1 | – | Sell |
-200,225
| Closed | -$639K | – | 243 |
|
|
2023
Q4 | $639K | Buy |
200,225
+5,000
| +3% | +$16K | 0.06% | 156 |
|
|
2023
Q3 | $594K | Sell |
195,225
-168,025
| -46% | -$511K | 0.06% | 157 |
|
|
2023
Q2 | $1.16M | Hold |
363,250
| – | – | 0.1% | 129 |
|
|
2023
Q1 | $1.16M | Buy |
+363,250
| New | +$1.16M | 0.11% | 126 |
|