Benjamin F. Edwards & Company’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
Q2 | $9K | Buy |
869
+696
| +402% | +$7.21K | ﹤0.01% | 1756 |
|
|
2024
Q1 | $2K | Hold |
173
| – | – | ﹤0.01% | 2035 |
|
|
2023
Q4 | $2K | Buy |
+173
| New | +$2K | ﹤0.01% | 2002 |
|
|
2022
Q3 | – | Sell |
-189
| Closed | -$2K | – | 1885 |
|
|
2022
Q2 | $2K | Sell |
189
-301
| -61% | -$3.19K | ﹤0.01% | 1705 |
|
|
2022
Q1 | $6K | Hold |
490
| – | – | ﹤0.01% | 1488 |
|
|
2021
Q4 | $7K | Sell |
490
-41
| -8% | -$586 | ﹤0.01% | 1458 |
|
|
2021
Q3 | $7K | Sell |
531
-359
| -40% | -$4.73K | ﹤0.01% | 1461 |
|
|
2021
Q2 | $13K | Sell |
890
-30,784
| -97% | -$450K | ﹤0.01% | 1321 |
|
|
2021
Q1 | $424K | Sell |
31,674
-43,182
| -58% | -$578K | 0.02% | 494 |
|
|
2020
Q4 | $1.03M | Sell |
74,856
-397
| -0.5% | -$5.44K | 0.06% | 297 |
|
|
2020
Q3 | $976K | Buy |
75,253
+3,470
| +5% | +$45K | 0.07% | 275 |
|
|
2020
Q2 | $917K | Buy |
71,783
+68,366
| +2,001% | +$873K | 0.07% | 270 |
|
|
2020
Q1 | $41K | Buy |
3,417
+730
| +27% | +$8.76K | ﹤0.01% | 886 |
|
|
2019
Q4 | $35K | Buy |
2,687
+1,147
| +74% | +$14.9K | ﹤0.01% | 1062 |
|
|
2019
Q3 | $20K | Hold |
1,540
| – | – | ﹤0.01% | 1208 |
|
|
2019
Q2 | $19K | Hold |
1,540
| – | – | ﹤0.01% | 1222 |
|
|
2019
Q1 | $19K | Hold |
1,540
| – | – | ﹤0.01% | 1154 |
|
|
2018
Q4 | $17K | Buy |
+1,540
| New | +$17K | ﹤0.01% | 1135 |
|