Capital Investment Advisors’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Buy |
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|
2025
Q2 | $413K | Sell |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $526K | Hold |
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|
2024
Q2 | $501K | Sell |
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|
2024
Q1 | $539K | Hold |
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|
2023
Q4 | $547K | Sell |
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|
2023
Q3 | $508K | Sell |
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|
2023
Q2 | $624K | Sell |
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|
2023
Q1 | $632K | Hold |
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|
2022
Q4 | $648K | Sell |
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|
2022
Q3 | $601K | Hold |
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|
2022
Q2 | $705K | Sell |
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|
2022
Q1 | $794K | Sell |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $960K | Hold |
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|
2021
Q2 | $1.01M | Hold |
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|
2021
Q1 | $938K | Hold |
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|
2020
Q4 | $929K | Sell |
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|
2020
Q3 | $888K | Sell |
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|
2020
Q2 | $860K | Sell |
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|
2020
Q1 | $858K | Sell |
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|
2019
Q4 | $977K | Sell |
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|
2019
Q3 | $973K | Sell |
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|
2019
Q2 | $962K | Sell |
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|
2019
Q1 | $957K | Hold |
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|
2018
Q4 | $860K | Hold |
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|
2018
Q3 | $885K | Sell |
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|
2018
Q2 | $961K | Buy |
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|
2018
Q1 | $942K | Buy |
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|
2017
Q4 | $955K | Hold |
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|
2017
Q3 | $974K | Sell |
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|
2017
Q2 | $981K | Hold |
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|
2017
Q1 | $948K | Sell |
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|
2016
Q4 | $927K | Sell |
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|
2016
Q3 | $1.05M | Sell |
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|
2016
Q2 | $1.09M | Sell |
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|
2016
Q1 | $1.05M | Buy |
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|
2015
Q4 | $1.01M | Hold |
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|
2015
Q3 | $978K | Sell |
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|
2015
Q2 | $988K | Hold |
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|
2015
Q1 | $1.03M | Sell |
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|
2014
Q4 | $1.02M | Hold |
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|
2014
Q3 | $994K | Sell |
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|
2014
Q2 | $1.01M | Sell |
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|
2014
Q1 | $997K | Hold |
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|
2013
Q4 | $951K | Buy |
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