Avantax Advisory Services’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 | $352K | Buy |
58,938
+19,998
| +51% | +$120K | ﹤0.01% | 1800 |
|
|
2025
Q1 | $239K | Sell |
38,940
-16,097
| -29% | -$98.7K | ﹤0.01% | 1990 |
|
|
2024
Q4 | $329K | Buy |
55,037
+14,099
| +34% | +$84.2K | ﹤0.01% | 1721 |
|
|
2024
Q3 | $267K | Buy |
40,938
+1,113
| +3% | +$7.25K | ﹤0.01% | 1840 |
|
|
2024
Q2 | $247K | Sell |
39,825
-14,540
| -27% | -$90.1K | ﹤0.01% | 1822 |
|
|
2024
Q1 | $326K | Buy |
54,365
+2,276
| +4% | +$13.6K | ﹤0.01% | 1254 |
|
|
2023
Q4 | $317K | Sell |
52,089
-6,330
| -11% | -$38.5K | ﹤0.01% | 1206 |
|
|
2023
Q3 | $320K | Sell |
58,419
-45,414
| -44% | -$248K | ﹤0.01% | 1162 |
|
|
2023
Q2 | $632K | Sell |
103,833
-36,476
| -26% | -$222K | 0.01% | 856 |
|
|
2023
Q1 | $860K | Sell |
140,309
-19,484
| -12% | -$119K | 0.01% | 708 |
|
|
2022
Q4 | $1M | Sell |
159,793
-37,418
| -19% | -$235K | 0.01% | 636 |
|
|
2022
Q3 | $1.11M | Buy |
197,211
+33,812
| +21% | +$191K | 0.02% | 530 |
|
|
2022
Q2 | $1.08M | Buy |
+163,399
| New | +$1.08M | 0.02% | 526 |
|