Carson Wealth (CWM LLC)’s Putnam Municipal Opportunities Trust PMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,530
| Closed | -$14K | – | 4423 |
|
|
2023
Q3 | $14K | Sell |
1,530
-592
| -28% | -$5.42K | ﹤0.01% | 2937 |
|
|
2023
Q2 | $22K | Buy |
2,122
+7
| +0.3% | +$73 | ﹤0.01% | 2582 |
|
|
2023
Q1 | $22K | Buy |
2,115
+8
| +0.4% | +$83 | ﹤0.01% | 2438 |
|
|
2022
Q4 | $23K | Buy |
2,107
+240
| +13% | +$2.62K | ﹤0.01% | 2270 |
|
|
2022
Q3 | $18K | Buy |
1,867
+185
| +11% | +$1.78K | ﹤0.01% | 2297 |
|
|
2022
Q2 | $20K | Hold |
1,682
| – | – | ﹤0.01% | 2116 |
|
|
2022
Q1 | $20K | Hold |
1,682
| – | – | ﹤0.01% | 2085 |
|
|
2021
Q4 | $24K | Buy |
+1,682
| New | +$24K | ﹤0.01% | 1891 |
|
|
2021
Q2 | $31K | Hold |
2,182
| – | – | ﹤0.01% | 1601 |
|
|
2021
Q1 | $31K | Hold |
2,182
| – | – | ﹤0.01% | 1601 |
|
|
2020
Q4 | $31K | Hold |
2,182
| – | – | ﹤0.01% | 1601 |
|
|
2020
Q3 | $31K | Hold |
2,182
| – | – | ﹤0.01% | 1601 |
|
|
2020
Q2 | $31K | Hold |
2,182
| – | – | ﹤0.01% | 1601 |
|
|
2020
Q1 | $31K | Hold |
2,182
| – | – | ﹤0.01% | 1601 |
|
|
2019
Q4 | $31K | Hold |
2,182
| – | – | ﹤0.01% | 1601 |
|
|
2019
Q3 | $31K | Hold |
2,182
| – | – | ﹤0.01% | 1601 |
|
|
2019
Q2 | $31K | Hold |
2,182
| – | – | ﹤0.01% | 1601 |
|
|
2019
Q1 | $31K | Sell |
2,182
-3,257
| -60% | -$46.3K | ﹤0.01% | 1601 |
|
|
2018
Q4 | $61K | Buy |
5,439
+3,909
| +255% | +$43.8K | ﹤0.01% | 833 |
|
|
2018
Q3 | $17K | Buy |
+1,530
| New | +$17K | ﹤0.01% | 995 |
|