Advisornet Financial’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.1K | Hold |
2,124
| – | – | ﹤0.01% | 1462 |
|
|
2025
Q4 | $13.3K | Hold |
2,124
| – | – | ﹤0.01% | 1454 |
|
|
2025
Q3 | $12.8K | Hold |
2,124
| – | – | ﹤0.01% | 1441 |
|
|
2025
Q2 | $12.7K | Hold |
2,124
| – | – | ﹤0.01% | 1416 |
|
|
2025
Q1 | $13K | Hold |
2,124
| – | – | ﹤0.01% | 1335 |
|
|
2024
Q4 | $12.7K | Hold |
2,124
| – | – | ﹤0.01% | 1264 |
|
|
2024
Q3 | $13.8K | Hold |
2,124
| – | – | ﹤0.01% | 1325 |
|
|
2024
Q2 | $13.2K | Hold |
2,124
| – | – | ﹤0.01% | 1225 |
|
|
2024
Q1 | $12.7K | Hold |
2,124
| – | – | ﹤0.01% | 1217 |
|
|
2023
Q4 | $12.9K | Hold |
2,124
| – | – | ﹤0.01% | 1236 |
|
|
2023
Q3 | $11.6K | Hold |
2,124
| – | – | ﹤0.01% | 1205 |
|
|
2023
Q2 | $12.9K | Buy |
2,124
+8
| +0.4% | +$48 | ﹤0.01% | 1246 |
|
|
2023
Q1 | $13K | Hold |
2,116
| – | – | ﹤0.01% | 1232 |
|
|
2022
Q4 | $13.3K | Hold |
2,116
| – | – | ﹤0.01% | 1211 |
|
|
2022
Q3 | $12K | Hold |
2,116
| – | – | ﹤0.01% | 1292 |
|
|
2022
Q2 | $14K | Hold |
2,116
| – | – | ﹤0.01% | 1261 |
|
|
2022
Q1 | $15K | Sell |
2,116
-2,800
| -57% | -$21K | ﹤0.01% | 1333 |
|
|
2021
Q4 | $43K | Hold |
4,916
| – | – | ﹤0.01% | 1064 |
|
|
2021
Q3 | $41K | Buy |
4,916
+1,000
| +26% | +$8.6K | ﹤0.01% | 1063 |
|
|
2021
Q2 | $34K | Hold |
3,916
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q1 | $32K | Hold |
3,916
| – | – | ﹤0.01% | 1063 |
|
|
2020
Q4 | $32K | Buy |
3,916
+2,116
| +118% | +$16.5K | ﹤0.01% | 1001 |
|
|
2020
Q3 | $14K | Buy |
1,800
+900
| +100% | +$6.98K | ﹤0.01% | 1192 |
|
|
2020
Q2 | $7K | Sell |
900
-1,100
| -55% | -$7.78K | ﹤0.01% | 1393 |
|
|
2020
Q1 | $14K | Sell |
2,000
-2,000
| -50% | -$15.6K | ﹤0.01% | 1174 |
|
|
2019
Q4 | $32K | Buy |
4,000
+2,000
| +100% | +$15.9K | ﹤0.01% | 1038 |
|
|
2019
Q3 | $16K | Hold |
2,000
| – | – | ﹤0.01% | 1254 |
|
|
2019
Q2 | $15K | Hold |
2,000
| – | – | ﹤0.01% | 1134 |
|
|
2019
Q1 | $15K | Buy |
+2,000
| New | +$14.5K | ﹤0.01% | 1079 |
|
Other funds holding PMM
HWAM
GC
AAM
RCM