Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PUTNAM MASTER INTERMEDIATE INCOME TRUST | 313.67 | reported | 30 Sept 2024 | tx 2+313.67 |
| PUTNAM PREMIER INCOME TRUST | 286.81 | reported | 31 Jul 2025 | tx 2+286.81 |
| PUTNAM MANAGED MUNICIPAL INCOME TRUST | 173.76 | reported | 31 Oct 2024 | tx 2+173.76 |
| PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 100.26 | reported | 30 Apr 2025 | tx 2+100.26 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 Jul 2025 | PURCHASE | PUTNAM PREMIER INCOME TRUST | 3.99 | — | |
| 30 Apr 2025 | PURCHASE | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 0.66 | — | |
| 30 Sept 2024 | PURCHASE | PUTNAM MASTER INTERMEDIATE INCOME TRUST | 4.05 | — | first after silence |
| 31 Oct 2024 | PURCHASE | PUTNAM MANAGED MUNICIPAL INCOME TRUST | 1.28 | — | |
| 10 Oct 2022 | PURCHASE | PUTNAM MANAGED MUNICIPAL INCOME TRUST | 172.48 | 5.80 USD | |
| 10 Oct 2022 | PURCHASE | PUTNAM MASTER INTERMEDIATE INCOME TRUST | 309.62 | 3.23 USD | |
| 10 Oct 2022 | PURCHASE | PUTNAM PREMIER INCOME TRUST | 282.82 | 3.54 USD | |
| 10 Oct 2022 | PURCHASE | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 99.6 | 10.04 USD |
1 purchase reported after at least 12 months of silence — most recent on 30 Sept 2024.