Carson Wealth (CWM LLC)’s Putnam Managed Municipal Income PMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-489
| Closed | -$3K | – | 4645 |
|
|
2023
Q4 | $3K | Buy |
489
+6
| +1% | +$37 | ﹤0.01% | 3727 |
|
|
2023
Q3 | $3K | Sell |
483
-980
| -67% | -$6.09K | ﹤0.01% | 3692 |
|
|
2023
Q2 | $9K | Buy |
1,463
+20
| +1% | +$123 | ﹤0.01% | 3150 |
|
|
2023
Q1 | $9K | Buy |
1,443
+20
| +1% | +$125 | ﹤0.01% | 3027 |
|
|
2022
Q4 | $9K | Buy |
1,423
+756
| +113% | +$4.78K | ﹤0.01% | 2873 |
|
|
2022
Q3 | $4K | Buy |
667
+459
| +221% | +$2.75K | ﹤0.01% | 3200 |
|
|
2022
Q2 | $1K | Sell |
208
-9,517
| -98% | -$45.8K | ﹤0.01% | 3585 |
|
|
2022
Q1 | $69K | Hold |
9,725
| – | – | ﹤0.01% | 1469 |
|
|
2021
Q4 | $85K | Buy |
+9,725
| New | +$85K | ﹤0.01% | 1363 |
|
|
2021
Q2 | $85K | Hold |
9,725
| – | – | ﹤0.01% | 1192 |
|
|
2021
Q1 | $85K | Hold |
9,725
| – | – | ﹤0.01% | 1192 |
|
|
2020
Q4 | $85K | Hold |
9,725
| – | – | ﹤0.01% | 1192 |
|
|
2020
Q3 | $85K | Hold |
9,725
| – | – | ﹤0.01% | 1192 |
|
|
2020
Q2 | $85K | Hold |
9,725
| – | – | ﹤0.01% | 1192 |
|
|
2020
Q1 | $85K | Hold |
9,725
| – | – | ﹤0.01% | 1192 |
|
|
2019
Q4 | $85K | Hold |
9,725
| – | – | ﹤0.01% | 1192 |
|
|
2019
Q3 | $85K | Hold |
9,725
| – | – | ﹤0.01% | 1192 |
|
|
2019
Q2 | $85K | Hold |
9,725
| – | – | ﹤0.01% | 1192 |
|
|
2019
Q1 | $85K | Buy |
+9,725
| New | +$85K | ﹤0.01% | 1192 |
|