Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-338
| Closed | -$2K | – | 1511 |
|
|
2021
Q1 | $2K | Buy |
+338
| New | +$2K | ﹤0.01% | 1907 |
|
|
2020
Q2 | – | Sell |
-1,986
| Closed | -$9K | – | 1086 |
|
|
2020
Q1 | $9K | Sell |
1,986
-1,197
| -38% | -$5.42K | ﹤0.01% | 953 |
|
|
2019
Q4 | $17K | Buy |
3,183
+23
| +0.7% | +$123 | ﹤0.01% | 813 |
|
|
2019
Q3 | $17K | Buy |
3,160
+23
| +0.7% | +$124 | ﹤0.01% | 793 |
|
|
2019
Q2 | $16K | Buy |
3,137
+23
| +0.7% | +$117 | ﹤0.01% | 781 |
|
|
2019
Q1 | $16K | Buy |
3,114
+24
| +0.8% | +$123 | ﹤0.01% | 715 |
|
|
2018
Q4 | $14K | Buy |
3,090
+17
| +0.6% | +$77 | ﹤0.01% | 712 |
|
|
2018
Q3 | $16K | Buy |
3,073
+16
| +0.5% | +$83 | ﹤0.01% | 739 |
|
|
2018
Q2 | $16K | Buy |
3,057
+16
| +0.5% | +$84 | ﹤0.01% | 725 |
|
|
2018
Q1 | $16K | Sell |
3,041
-2,385
| -44% | -$12.5K | ﹤0.01% | 638 |
|
|
2017
Q4 | $29K | Buy |
5,426
+1,315
| +32% | +$7.03K | 0.01% | 463 |
|
|
2017
Q3 | $22K | Buy |
+4,111
| New | +$22K | 0.01% | 416 |
|