Carson Wealth (CWM LLC)’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
2024 Q1	–	Sell	-489	Closed	-$3K	–	4651
2023 Q4	$3K	Buy	489 +6	+1%	+$34	﹤0.01%	3730
2023 Q3	$3K	Sell	483 -980	-67%	-$5.72K	﹤0.01%	3695
2023 Q2	$9K	Buy	1,463 +20	+1%	+$119	﹤0.01%	3153
2023 Q1	$9K	Buy	1,443 +20	+1%	+$135	﹤0.01%	3029
2022 Q4	$9K	Buy	1,423 +756	+113%	+$4.59K	﹤0.01%	2876
2022 Q3	$4K	Buy	667 +459	+221%	+$3.06K	﹤0.01%	3204
2022 Q2	$1K	Sell	208 -9,517	-98%	-$62.9K	﹤0.01%	3602
2022 Q1	$69K	Hold	9,725	–	–	﹤0.01%	1471
2021 Q4	$85K	Buy	+9,725	New	+$82.8K	﹤0.01%	1365
2021 Q2	$85K	Hold	9,725	–	–	﹤0.01%	1194
2021 Q1	$85K	Hold	9,725	–	–	﹤0.01%	1194
2020 Q4	$85K	Hold	9,725	–	–	﹤0.01%	1194
2020 Q3	$85K	Hold	9,725	–	–	﹤0.01%	1194
2020 Q2	$85K	Hold	9,725	–	–	﹤0.01%	1193
2020 Q1	$85K	Hold	9,725	–	–	﹤0.01%	1193
2019 Q4	$85K	Hold	9,725	–	–	﹤0.01%	1193
2019 Q3	$85K	Hold	9,725	–	–	﹤0.01%	1193
2019 Q2	$85K	Hold	9,725	–	–	﹤0.01%	1193
2019 Q1	$85K	Buy	+9,725	New	+$70.3K	﹤0.01%	1193