Americana Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,500
| Closed | -$130K | – | 305 |
|
|
2023
Q1 | $130K | Hold |
12,500
| – | – | 0.02% | 263 |
|
|
2022
Q4 | $136K | Sell |
12,500
-9,000
| -42% | -$97.7K | 0.02% | 241 |
|
|
2022
Q3 | $210K | Hold |
21,500
| – | – | 0.04% | 223 |
|
|
2022
Q2 | $253K | Buy |
21,500
+7,000
| +48% | +$82.4K | 0.05% | 208 |
|
|
2022
Q1 | $168K | Hold |
14,500
| – | – | 0.05% | 219 |
|
|
2021
Q4 | $208K | Sell |
14,500
-9,000
| -38% | -$129K | 0.04% | 239 |
|
|
2021
Q3 | $321K | Buy |
+23,500
| New | +$321K | 0.08% | 178 |
|