United Capital Financial Advisors’s Putnam Premier Income Trust PPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $52K | Sell |
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|
2019
Q1 | $77K | Buy |
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|
2018
Q4 | $54K | Hold |
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|
2018
Q3 | $61K | Hold |
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|
2018
Q2 | $60K | Hold |
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|
2018
Q1 | $60K | Hold |
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|
2017
Q4 | $61K | Sell |
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|
2017
Q3 | $111K | Buy |
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|
2017
Q2 | $83K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $117K | Sell |
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|
2015
Q2 | $1.59M | Sell |
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|
2015
Q1 | $1.94M | Buy |
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|
2014
Q4 | $1.32M | Buy |
|