TW
PPT

Transform Wealth’s Putnam Premier Income Trust PPT Stock Holding History

Transform Wealth’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$563K Hold
2024
Q4 		$560K Buy
2024
Q1 		– Sell
2023
Q4 		$470K Buy
2023
Q3 		$435K Sell
2023
Q2 		$865K Sell
2023
Q1 		$973K Buy