Transform Wealth’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
Q1 | $563K | Hold |
156,049
| – | – | 0.03% | 162 |
|
|
2024
Q4 | $560K | Buy |
+156,049
| New | +$560K | 0.03% | 172 |
|
|
2024
Q1 | – | Sell |
-131,600
| Closed | -$470K | – | 245 |
|
|
2023
Q4 | $470K | Buy |
131,600
+2,800
| +2% | +$10K | 0.05% | 171 |
|
|
2023
Q3 | $435K | Sell |
128,800
-115,000
| -47% | -$389K | 0.05% | 174 |
|
|
2023
Q2 | $865K | Sell |
243,800
-27,400
| -10% | -$97.2K | 0.08% | 142 |
|
|
2023
Q1 | $973K | Buy |
+271,200
| New | +$973K | 0.09% | 131 |
|