Collaborative Wealth Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Hold |
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|
2025
Q1 | $137K | Sell |
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|
2024
Q4 | $155K | Hold |
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|
2024
Q3 | $167K | Hold |
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|
2024
Q2 | $157K | Hold |
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|
2024
Q1 | $156K | Hold |
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|
2023
Q4 | $157K | Hold |
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|
2023
Q3 | $141K | Hold |
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|
2023
Q2 | $156K | Hold |
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|
2023
Q1 | $159K | Hold |
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|
2022
Q4 | $166K | Hold |
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|
2022
Q3 | $150K | Hold |
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|
2022
Q2 | $181K | Buy |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q1 | $179K | Buy |
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