VWM
PIM

Venturi Wealth Management’s Putnam Master Intermediate Income Trust PIM Stock Holding History

Venturi Wealth Management’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,076
Closed -$3.51K – 1482
2024
Q4 		$3.51K Buy
+1,076
New +$3.51K ﹤0.01% 1781