Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,035
| Closed | -$163K | – | 758 |
|
|
2025
Q1 | $163K | Buy |
16,035
+677
| +4% | +$6.9K | 0.01% | 677 |
|
|
2024
Q4 | $156K | Buy |
15,358
+3,426
| +29% | +$34.7K | 0.01% | 780 |
|
|
2024
Q3 | $130K | Buy |
11,932
+2,238
| +23% | +$24.4K | 0.01% | 812 |
|
|
2024
Q2 | $99.5K | Sell |
9,694
-233
| -2% | -$2.39K | ﹤0.01% | 861 |
|
|
2024
Q1 | $101K | Hold |
9,927
| – | – | ﹤0.01% | 958 |
|
|
2023
Q4 | $102K | Hold |
9,927
| – | – | 0.01% | 611 |
|
|
2023
Q3 | $91.3K | Sell |
9,927
-3,388
| -25% | -$31.2K | 0.01% | 642 |
|
|
2023
Q2 | $136K | Sell |
13,315
-20
| -0.1% | -$204 | 0.01% | 586 |
|
|
2023
Q1 | $138K | Sell |
13,335
-5,869
| -31% | -$60.8K | 0.01% | 586 |
|
|
2022
Q4 | $208K | Sell |
19,204
-22,168
| -54% | -$241K | 0.02% | 465 |
|
|
2022
Q3 | $405K | Buy |
+41,372
| New | +$405K | 0.03% | 317 |
|