WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $211K | Hold |
38,916
| – | – | 0.05% | 357 |
|
|
2017
Q1 | $205K | Buy |
38,916
+8,778
| +29% | +$46.2K | 0.05% | 331 |
|
|
2016
Q4 | $150K | Buy |
+30,138
| New | +$150K | 0.04% | 441 |
|
|
2015
Q2 | – | Sell |
-13,302
| Closed | -$70K | – | 1757 |
|
|
2015
Q1 | $70K | Hold |
13,302
| – | – | 0.02% | 642 |
|
|
2014
Q4 | $70K | Sell |
13,302
-5,565
| -29% | -$29.3K | 0.01% | 761 |
|
|
2014
Q3 | $103K | Buy |
18,867
+21
| +0.1% | +$115 | 0.02% | 656 |
|
|
2014
Q2 | $105K | Buy |
18,846
+20
| +0.1% | +$111 | 0.02% | 643 |
|
|
2014
Q1 | $104K | Sell |
18,826
-14,375
| -43% | -$79.4K | 0.02% | 628 |
|
|
2013
Q4 | $181K | Sell |
33,201
-3,612
| -10% | -$19.7K | 0.03% | 549 |
|
|
2013
Q3 | $194K | Buy |
36,813
+4,147
| +13% | +$21.9K | 0.03% | 490 |
|
|
2013
Q2 | $175K | Buy |
+32,666
| New | +$175K | 0.03% | 497 |
|