Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4K | Hold |
335
| – | – | ﹤0.01% | 1389 |
|
|
2021
Q3 | $4K | Hold |
335
| – | – | ﹤0.01% | 1433 |
|
|
2021
Q2 | $4K | Hold |
335
| – | – | ﹤0.01% | 1488 |
|
|
2021
Q1 | $4K | Buy |
335
+2
| +0.6% | +$24 | ﹤0.01% | 1416 |
|
|
2020
Q4 | $4K | Hold |
333
| – | – | ﹤0.01% | 1299 |
|
|
2020
Q3 | $4K | Hold |
333
| – | – | ﹤0.01% | 1238 |
|
|
2020
Q2 | $4K | Hold |
333
| – | – | ﹤0.01% | 1250 |
|
|
2020
Q1 | $3K | Hold |
333
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q4 | $4K | Hold |
333
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q3 | $4K | Hold |
333
| – | – | ﹤0.01% | 1242 |
|
|
2019
Q2 | $4K | Hold |
333
| – | – | ﹤0.01% | 1268 |
|
|
2019
Q1 | $4K | Hold |
333
| – | – | ﹤0.01% | 1173 |
|
|
2018
Q4 | $3K | Hold |
333
| – | – | ﹤0.01% | 1141 |
|
|
2018
Q3 | $3K | Hold |
333
| – | – | ﹤0.01% | 1166 |
|
|
2018
Q2 | $3K | Hold |
333
| – | – | ﹤0.01% | 1137 |
|
|
2018
Q1 | $3K | Hold |
333
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q4 | $4K | Hold |
333
| – | – | ﹤0.01% | 1052 |
|
|
2017
Q3 | $4K | Hold |
333
| – | – | ﹤0.01% | 1028 |
|
|
2017
Q2 | $4K | Hold |
333
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q1 | $3K | Hold |
333
| – | – | ﹤0.01% | 1064 |
|
|
2016
Q4 | $3K | Buy |
+333
| New | +$3K | ﹤0.01% | 1019 |
|