AE Wealth Management’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.2K | Hold |
11,735
| – | – | ﹤0.01% | 1557 |
|
|
2025
Q1 | $71.9K | Hold |
11,735
| – | – | ﹤0.01% | 1516 |
|
|
2024
Q4 | $70.1K | Hold |
11,735
| – | – | ﹤0.01% | 1500 |
|
|
2024
Q3 | $76.4K | Sell |
11,735
-200
| -2% | -$1.3K | ﹤0.01% | 1217 |
|
|
2024
Q2 | $74K | Hold |
11,935
| – | – | ﹤0.01% | 1211 |
|
|
2024
Q1 | $71.5K | Hold |
11,935
| – | – | ﹤0.01% | 1128 |
|
|
2023
Q4 | $72.2K | Hold |
11,935
| – | – | ﹤0.01% | 1963 |
|
|
2023
Q3 | $65.3K | Hold |
11,935
| – | – | ﹤0.01% | 1869 |
|
|
2023
Q2 | $72.7K | Sell |
11,935
-3,325
| -22% | -$20.2K | ﹤0.01% | 1822 |
|
|
2023
Q1 | $93.5K | Hold |
15,260
| – | – | ﹤0.01% | 1792 |
|
|
2022
Q4 | $95.8K | Sell |
15,260
-1,330
| -8% | -$8.35K | ﹤0.01% | 1718 |
|
|
2022
Q3 | $94K | Buy |
16,590
+3,160
| +24% | +$17.9K | ﹤0.01% | 1654 |
|
|
2022
Q2 | $89K | Hold |
13,430
| – | – | ﹤0.01% | 1648 |
|
|
2022
Q1 | $95K | Hold |
13,430
| – | – | ﹤0.01% | 1612 |
|
|
2021
Q4 | $118K | Hold |
13,430
| – | – | ﹤0.01% | 1633 |
|
|
2021
Q3 | $112K | Hold |
13,430
| – | – | ﹤0.01% | 1547 |
|
|
2021
Q2 | $118K | Sell |
13,430
-1,800
| -12% | -$15.8K | ﹤0.01% | 1523 |
|
|
2021
Q1 | $124K | Buy |
15,230
+1,800
| +13% | +$14.7K | ﹤0.01% | 1429 |
|
|
2020
Q4 | $108K | Buy |
13,430
+781
| +6% | +$6.28K | ﹤0.01% | 1306 |
|
|
2020
Q3 | $97K | Sell |
12,649
-1,000
| -7% | -$7.67K | ﹤0.01% | 1211 |
|
|
2020
Q2 | $100K | Hold |
13,649
| – | – | ﹤0.01% | 1189 |
|
|
2020
Q1 | $98K | Buy |
13,649
+1,000
| +8% | +$7.18K | ﹤0.01% | 1041 |
|
|
2019
Q4 | $101K | Buy |
12,649
+549
| +5% | +$4.38K | ﹤0.01% | 1089 |
|
|
2019
Q3 | $95K | Sell |
12,100
-132
| -1% | -$1.04K | ﹤0.01% | 953 |
|
|
2019
Q2 | $93K | Buy |
12,232
+132
| +1% | +$1K | ﹤0.01% | 932 |
|
|
2019
Q1 | $91K | Hold |
12,100
| – | – | 0.01% | 618 |
|
|
2018
Q4 | $81K | Hold |
12,100
| – | – | 0.01% | 458 |
|
|
2018
Q3 | $84K | Hold |
12,100
| – | – | ﹤0.01% | 579 |
|
|
2018
Q2 | $86K | Sell |
12,100
-331
| -3% | -$2.35K | 0.01% | 439 |
|
|
2018
Q1 | $89K | Buy |
12,431
+331
| +3% | +$2.37K | 0.01% | 430 |
|
|
2017
Q4 | $90K | Hold |
12,100
| – | – | 0.01% | 409 |
|
|
2017
Q3 | $91K | Sell |
12,100
-60
| -0.5% | -$451 | 0.01% | 394 |
|
|
2017
Q2 | $91K | Buy |
+12,160
| New | +$91K | 0.01% | 374 |
|