B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,349
| Closed | -$135K | – | 1256 |
|
|
2024
Q3 | $135K | Sell |
12,349
-3,425
| -22% | -$37.5K | ﹤0.01% | 1187 |
|
|
2024
Q2 | $162K | Sell |
15,774
-408
| -3% | -$4.2K | ﹤0.01% | 1268 |
|
|
2024
Q1 | $149K | Sell |
16,182
-688
| -4% | -$6.35K | ﹤0.01% | 1316 |
|
|
2023
Q4 | $173K | Buy |
16,870
+688
| +4% | +$7.06K | ﹤0.01% | 1283 |
|
|
2023
Q3 | $149K | Buy |
16,182
+693
| +4% | +$6.4K | ﹤0.01% | 1316 |
|
|
2023
Q2 | $159K | Buy |
15,489
+8
| +0.1% | +$82 | ﹤0.01% | 1386 |
|
|
2023
Q1 | $161K | Buy |
15,481
+9
| +0.1% | +$94 | ﹤0.01% | 1328 |
|
|
2022
Q4 | $169K | Buy |
15,472
+581
| +4% | +$6.34K | ﹤0.01% | 1294 |
|
|
2022
Q3 | $146K | Buy |
14,891
+14
| +0.1% | +$137 | ﹤0.01% | 1281 |
|
|
2022
Q2 | $176K | Buy |
14,877
+2,611
| +21% | +$30.9K | 0.01% | 1058 |
|
|
2022
Q1 | $143K | Buy |
12,266
+10
| +0.1% | +$117 | ﹤0.01% | 1259 |
|
|
2021
Q4 | $177K | Buy |
+12,256
| New | +$177K | 0.01% | 1291 |
|
|
2019
Q4 | – | Sell |
-14,028
| Closed | -$184K | – | 893 |
|
|
2019
Q3 | $184K | Buy |
14,028
+2,274
| +19% | +$29.8K | 0.02% | 736 |
|
|
2019
Q2 | $149K | Buy |
+11,754
| New | +$149K | 0.02% | 737 |
|
|
2015
Q1 | – | Sell |
-1,684
| Closed | -$20 | – | 1602 |
|
|
2014
Q4 | $20 | Buy |
+1,684
| New | +$20 | ﹤0.01% | 2547 |
|
|
2014
Q3 | – | Sell |
-434
| Closed | -$5.1K | – | 1562 |
|
|
2014
Q2 | $5.1K | Buy |
+434
| New | +$5.1K | ﹤0.01% | 2038 |
|