Commonwealth Equity Services’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 | $3.17M | Buy |
319,994
+4,450
| +1% | +$44K | ﹤0.01% | 1656 |
|
|
2025
Q1 | $3.22M | Buy |
315,544
+7,861
| +3% | +$80.1K | ﹤0.01% | 1587 |
|
|
2024
Q4 | $3.12M | Sell |
307,683
-25,634
| -8% | -$260K | ﹤0.01% | 1557 |
|
|
2024
Q3 | $3.63M | Buy |
333,317
+4,048
| +1% | +$44.1K | 0.01% | 1444 |
|
|
2024
Q2 | $3.38M | Buy |
329,269
+914
| +0.3% | +$9.38K | 0.01% | 1443 |
|
|
2024
Q1 | $3.34M | Sell |
328,355
-1,122
| -0.3% | -$11.4K | 0.01% | 1430 |
|
|
2023
Q4 | $3.37M | Sell |
329,477
-50,780
| -13% | -$520K | 0.01% | 1348 |
|
|
2023
Q3 | $3.5M | Sell |
380,257
-25,394
| -6% | -$234K | 0.01% | 1241 |
|
|
2023
Q2 | $4.14M | Buy |
405,651
+1,128
| +0.3% | +$11.5K | 0.01% | 1144 |
|
|
2023
Q1 | $4.19K | Sell |
404,523
-11,258
| -3% | -$117 | 0.01% | 1097 |
|
|
2022
Q4 | $4.51M | Sell |
415,781
-15,308
| -4% | -$166K | 0.01% | 1019 |
|
|
2022
Q3 | $4.22M | Buy |
431,089
+42,329
| +11% | +$415K | 0.01% | 979 |
|
|
2022
Q2 | $4.58M | Buy |
388,760
+88,701
| +30% | +$1.05M | 0.01% | 945 |
|
|
2022
Q1 | $3.5M | Buy |
300,059
+9,050
| +3% | +$105K | 0.01% | 1157 |
|
|
2021
Q4 | $4.19M | Buy |
291,009
+5,969
| +2% | +$85.9K | 0.01% | 1024 |
|
|
2021
Q3 | $3.91M | Buy |
285,040
+6,504
| +2% | +$89.1K | 0.01% | 1018 |
|
|
2021
Q2 | $3.94M | Buy |
278,536
+11,143
| +4% | +$158K | 0.01% | 987 |
|
|
2021
Q1 | $3.58M | Buy |
267,393
+14,805
| +6% | +$198K | 0.01% | 955 |
|
|
2020
Q4 | $3.46M | Buy |
252,588
+818
| +0.3% | +$11.2K | 0.01% | 912 |
|
|
2020
Q3 | $3.27M | Buy |
251,770
+112
| +0% | +$1.45K | 0.01% | 835 |
|
|
2020
Q2 | $3.22M | Buy |
251,658
+4,132
| +2% | +$52.8K | 0.01% | 782 |
|
|
2020
Q1 | $2.95M | Buy |
247,526
+13,497
| +6% | +$161K | 0.01% | 725 |
|
|
2019
Q4 | $3.08M | Buy |
234,029
+8,926
| +4% | +$117K | 0.01% | 815 |
|
|
2019
Q3 | $2.94M | Buy |
225,103
+12,818
| +6% | +$168K | 0.01% | 777 |
|
|
2019
Q2 | $2.69M | Buy |
212,285
+7,635
| +4% | +$96.6K | 0.01% | 820 |
|
|
2019
Q1 | $2.51M | Buy |
204,650
+10,875
| +6% | +$133K | 0.01% | 820 |
|
|
2018
Q4 | $2.18M | Buy |
193,775
+5,270
| +3% | +$59.2K | 0.01% | 815 |
|
|
2018
Q3 | $2.15M | Sell |
188,505
-20,913
| -10% | -$239K | 0.01% | 896 |
|
|
2018
Q2 | $2.45M | Sell |
209,418
-1,806
| -0.9% | -$21.1K | 0.01% | 796 |
|
|
2018
Q1 | $2.46M | Buy |
211,224
+62,655
| +42% | +$730K | 0.01% | 753 |
|
|
2017
Q4 | $1.84M | Buy |
148,569
+12,219
| +9% | +$151K | 0.01% | 900 |
|
|
2017
Q3 | $1.72M | Buy |
136,350
+24,322
| +22% | +$307K | 0.01% | 886 |
|
|
2017
Q2 | $1.4M | Buy |
112,028
+10,781
| +11% | +$135K | 0.01% | 975 |
|
|
2017
Q1 | $1.22M | Buy |
101,247
+13,309
| +15% | +$160K | 0.01% | 1017 |
|
|
2016
Q4 | $1.05M | Buy |
87,938
+20,027
| +29% | +$239K | 0.01% | 1010 |
|
|
2016
Q3 | $906K | Buy |
67,911
+1,425
| +2% | +$19K | 0.01% | 1060 |
|
|
2016
Q2 | $890K | Buy |
66,486
+5,080
| +8% | +$68K | 0.01% | 1042 |
|
|
2016
Q1 | $780K | Buy |
61,406
+3,013
| +5% | +$38.3K | 0.01% | 1080 |
|
|
2015
Q4 | $717K | Buy |
58,393
+8,084
| +16% | +$99.3K | 0.01% | 1099 |
|
|
2015
Q3 | $602K | Sell |
50,309
-2,597
| -5% | -$31.1K | 0.01% | 1149 |
|
|
2015
Q2 | $614K | Buy |
52,906
+5,879
| +13% | +$68.2K | 0.01% | 1217 |
|
|
2015
Q1 | $577K | Buy |
47,027
+2,780
| +6% | +$34.1K | 0.01% | 1226 |
|
|
2014
Q4 | $531K | Buy |
44,247
+5,441
| +14% | +$65.3K | 0.01% | 1241 |
|
|
2014
Q3 | $454K | Buy |
38,806
+5,891
| +18% | +$68.9K | 0.01% | 1307 |
|
|
2014
Q2 | $387K | Sell |
32,915
-1,252
| -4% | -$14.7K | ﹤0.01% | 1387 |
|
|
2014
Q1 | $388K | Buy |
34,167
+11,000
| +47% | +$125K | 0.01% | 1322 |
|
|
2013
Q4 | $249K | Buy |
23,167
+4,305
| +23% | +$46.3K | ﹤0.01% | 1576 |
|
|
2013
Q3 | $206K | Buy |
18,862
+1,082
| +6% | +$11.8K | ﹤0.01% | 1614 |
|
|
2013
Q2 | $205K | Buy |
+17,780
| New | +$205K | ﹤0.01% | 1555 |
|