BW
PMO

Bison Wealth’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Bison Wealth’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-33,889
Closed -$344K – 458
2024
Q2 		$344K Hold
33,889
– – 0.06% 302
2024
Q1 		$344K Buy
33,889
+5,391
+19% +$54.8K 0.06% 302
2023
Q4 		$292K Buy
+28,498
New +$292K 0.05% 321