Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Sell |
10,898
-3,283
| -23% | -$32.5K | ﹤0.01% | 3872 |
|
|
2025
Q1 | $145K | Sell |
14,181
-1,308
| -8% | -$13.3K | ﹤0.01% | 3686 |
|
|
2024
Q4 | $157K | Sell |
15,489
-276
| -2% | -$2.8K | ﹤0.01% | 3486 |
|
|
2024
Q3 | $172K | Buy |
15,765
+83
| +0.5% | +$905 | ﹤0.01% | 3431 |
|
|
2024
Q2 | $161K | Sell |
15,682
-21
| -0.1% | -$215 | ﹤0.01% | 3422 |
|
|
2024
Q1 | $160K | Buy |
+15,703
| New | +$160K | ﹤0.01% | 3412 |
|
|
2023
Q4 | – | Sell |
-10,865
| Closed | -$100K | – | 2300 |
|
|
2023
Q3 | $100K | Sell |
10,865
-39
| -0.4% | -$359 | ﹤0.01% | 2095 |
|
|
2023
Q2 | $111K | Sell |
10,904
-1,016
| -9% | -$10.4K | ﹤0.01% | 2087 |
|
|
2023
Q1 | $123K | Sell |
11,920
-458
| -4% | -$4.75K | ﹤0.01% | 2035 |
|
|
2022
Q4 | $134K | Buy |
12,378
+585
| +5% | +$6.35K | ﹤0.01% | 1963 |
|
|
2022
Q3 | $116K | Sell |
11,793
-8,727
| -43% | -$85.8K | ﹤0.01% | 1568 |
|
|
2022
Q2 | $242K | Buy |
20,520
+5,090
| +33% | +$60K | ﹤0.01% | 1555 |
|
|
2022
Q1 | $180K | Buy |
15,430
+902
| +6% | +$10.5K | ﹤0.01% | 1738 |
|
|
2021
Q4 | $209K | Buy |
14,528
+273
| +2% | +$3.93K | ﹤0.01% | 1712 |
|
|
2021
Q3 | $195K | Sell |
14,255
-522
| -4% | -$7.14K | ﹤0.01% | 1674 |
|
|
2021
Q2 | $209K | Buy |
14,777
+1,800
| +14% | +$25.5K | ﹤0.01% | 1648 |
|
|
2021
Q1 | $174K | Hold |
12,977
| – | – | ﹤0.01% | 1508 |
|
|
2020
Q4 | $178K | Buy |
+12,977
| New | +$178K | ﹤0.01% | 1473 |
|