Capital Investment Advisors’s Putnam Municipal Opportunities Trust PMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $932K | Sell |
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|
2025
Q2 | $900K | Sell |
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|
2025
Q1 | $970K | Sell |
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|
2024
Q4 | $967K | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.21M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.49M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $2.01M | Sell |
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|
2021
Q3 | $1.94M | Sell |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.92M | Sell |
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|
2020
Q4 | $2.27M | Buy |
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|
2020
Q3 | $2.15M | Sell |
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|
2020
Q2 | $2.12M | Sell |
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|
2020
Q1 | $1.98M | Sell |
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|
2019
Q4 | $2.36M | Sell |
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|
2019
Q3 | $2.45M | Sell |
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|
2019
Q2 | $2.42M | Sell |
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|
2019
Q1 | $2.4M | Buy |
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|
2018
Q4 | $2.1M | Buy |
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|
2018
Q3 | $1.79M | Buy |
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|
2018
Q2 | $1.47M | Buy |
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|
2018
Q1 | $1.08M | Buy |
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|
2017
Q4 | $1.1M | Hold |
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|
2017
Q3 | $1.13M | Sell |
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|
2017
Q2 | $1.15M | Buy |
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|
2017
Q1 | $1.09M | Sell |
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|
2016
Q4 | $1.1M | Sell |
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|
2016
Q3 | $1.28M | Sell |
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|
2016
Q2 | $1.32M | Sell |
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|
2016
Q1 | $1.28M | Buy |
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|
2015
Q4 | $1.14M | Buy |
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|
2015
Q3 | $974K | Sell |
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|
2015
Q2 | $950K | Sell |
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|
2015
Q1 | $1.03M | Buy |
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|
2014
Q4 | $919K | Sell |
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|
2014
Q3 | $901K | Hold |
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|
2014
Q2 | $905K | Sell |
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|
2014
Q1 | $946K | Buy |
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|
2013
Q4 | $862K | Buy |
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