AWS
PMO
AJ Wealth Strategies’s Putnam Municipal Opportunities Trust PMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26,266
| Closed | -$378K | – | 332 |
|
|
2021
Q4 | $378K | Hold |
26,266
| – | – | 0.02% | 225 |
|
|
2021
Q3 | $360K | Hold |
26,266
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $371K | Hold |
26,266
| – | – | 0.02% | 209 |
|
|
2021
Q1 | $352K | Buy |
26,266
+366
| +1% | +$4.91K | 0.03% | 195 |
|
|
2020
Q4 | $355K | Buy |
25,900
+6,000
| +30% | +$82.2K | 0.03% | 177 |
|
|
2020
Q3 | $258K | Hold |
19,900
| – | – | 0.03% | 182 |
|
|
2020
Q2 | $254K | Hold |
19,900
| – | – | 0.03% | 169 |
|
|
2020
Q1 | $237K | Sell |
19,900
-2,500
| -11% | -$29.8K | 0.03% | 149 |
|
|
2019
Q4 | $295K | Buy |
+22,400
| New | +$295K | 0.03% | 101 |
|
|
2018
Q4 | – | Sell |
-16,000
| Closed | -$183K | – | 106 |
|
|
2018
Q3 | $183K | Buy |
+16,000
| New | +$183K | 0.03% | 98 |
|