1834 Investment Advisors’s Putnam Municipal Opportunities Trust PMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Hold |
0
| – | -$212K | – | 453 |
|
|
2018
Q1 | – | Hold |
0
| – | -$225K | – | 173 |
|
|
2017
Q4 | – | Sell |
-18,200
| Closed | -$230K | – | 166 |
|
|
2017
Q3 | $230K | Hold |
18,200
| – | – | 0.04% | 155 |
|
|
2017
Q2 | $228K | Sell |
18,200
-2,800
| -13% | -$35.1K | 0.04% | 159 |
|
|
2017
Q1 | $252K | Hold |
21,000
| – | – | 0.05% | 167 |
|
|
2016
Q4 | $251K | Hold |
21,000
| – | – | 0.05% | 159 |
|
|
2016
Q3 | $280K | Hold |
21,000
| – | – | 0.06% | 145 |
|
|
2016
Q2 | $281K | Hold |
21,000
| – | – | 0.06% | 154 |
|
|
2016
Q1 | $267K | Hold |
21,000
| – | – | 0.06% | 152 |
|
|
2015
Q4 | $258K | Sell |
21,000
-1,700
| -7% | -$20.9K | 0.06% | 158 |
|
|
2015
Q3 | $271K | Buy |
+22,700
| New | +$271K | 0.07% | 167 |
|