BRWM
PMO

B. Riley Wealth Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History

B. Riley Wealth Management’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-93,159
Closed -$1.09M – 797
2022
Q1 		$1.09M Buy
93,159
+10,892
+13% +$127K 0.08% 204
2021
Q4 		$1.19M Sell
82,267
-4,614
-5% -$66.5K 0.08% 213
2021
Q3 		$1.19M Buy
+86,881
New +$1.19M 0.09% 202