CWM
PMO
Collaborative Wealth Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Hold |
13,400
| – | – | 0.06% | 177 |
|
|
2025
Q1 | $137K | Sell |
13,400
-1,924
| -13% | -$19.6K | 0.06% | 169 |
|
|
2024
Q4 | $155K | Hold |
15,324
| – | – | 0.07% | 171 |
|
|
2024
Q3 | $167K | Hold |
15,324
| – | – | 0.08% | 171 |
|
|
2024
Q2 | $157K | Hold |
15,324
| – | – | 0.08% | 166 |
|
|
2024
Q1 | $156K | Hold |
15,324
| – | – | 0.08% | 167 |
|
|
2023
Q4 | $157K | Hold |
15,324
| – | – | 0.08% | 166 |
|
|
2023
Q3 | $141K | Hold |
15,324
| – | – | 0.08% | 160 |
|
|
2023
Q2 | $156K | Hold |
15,324
| – | – | 0.09% | 166 |
|
|
2023
Q1 | $159K | Hold |
15,324
| – | – | 0.1% | 163 |
|
|
2022
Q4 | $166K | Hold |
15,324
| – | – | 0.11% | 169 |
|
|
2022
Q3 | $150K | Hold |
15,324
| – | – | 0.11% | 165 |
|
|
2022
Q2 | $181K | Buy |
+15,324
| New | +$181K | 0.12% | 179 |
|
|
2021
Q4 | $221K | Buy |
+15,324
| New | +$221K | 0.12% | 184 |
|
|
2021
Q1 | $179K | Buy |
+15,324
| New | +$179K | 0.1% | 187 |
|