AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $70.9K | Hold |
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|
2025
Q2 | $70.2K | Hold |
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|
2025
Q1 | $71.9K | Hold |
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|
2024
Q4 | $70.1K | Hold |
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|
2024
Q3 | $76.4K | Sell |
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|
2024
Q2 | $74K | Hold |
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|
2024
Q1 | $71.5K | Hold |
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|
2023
Q4 | $72.2K | Hold |
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|
2023
Q3 | $65.3K | Hold |
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|
2023
Q2 | $72.7K | Sell |
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|
2023
Q1 | $93.5K | Hold |
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|
2022
Q4 | $95.8K | Sell |
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $95K | Hold |
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|
2021
Q4 | $118K | Hold |
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|
2021
Q3 | $112K | Hold |
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|
2021
Q2 | $118K | Sell |
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|
2021
Q1 | $124K | Buy |
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|
2020
Q4 | $108K | Buy |
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|
2020
Q3 | $97K | Sell |
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|
2020
Q2 | $100K | Hold |
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|
2020
Q1 | $98K | Buy |
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|
2019
Q4 | $101K | Buy |
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|
2019
Q3 | $95K | Sell |
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|
2019
Q2 | $93K | Buy |
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|
2019
Q1 | $91K | Hold |
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|
2018
Q4 | $81K | Hold |
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|
2018
Q3 | $84K | Hold |
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|
2018
Q2 | $86K | Sell |
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|
2018
Q1 | $89K | Buy |
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|
2017
Q4 | $90K | Hold |
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|
2017
Q3 | $91K | Sell |
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|
2017
Q2 | $91K | Buy |
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