Commonwealth Equity Services’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Commonwealth Equity Services’s Portfolio PMO Stock Details PMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.17M	Buy	307,913 +4,003	+1%	+$42.4K	﹤0.01%	1655
2025 Q4	$3.25M	Sell	303,910 -16,742	-5%	-$174K	﹤0.01%	1629
2025 Q3	$3.31M	Buy	320,652 +658	+0.2%	+$6.56K	﹤0.01%	1638
2025 Q2	$3.17M	Buy	319,994 +4,450	+1%	+$43.8K	﹤0.01%	1656
2025 Q1	$3.21M	Buy	315,544 +7,861	+3%	+$81.9K	﹤0.01%	1587
2024 Q4	$3.12M	Sell	307,683 -25,634	-8%	-$270K	﹤0.01%	1557
2024 Q3	$3.63M	Buy	333,317 +4,048	+1%	+$42.4K	0.01%	1444
2024 Q2	$3.38M	Buy	329,269 +914	+0.3%	+$9.12K	0.01%	1443
2024 Q1	$3.34M	Sell	328,355 -1,122	-0.3%	-$11.5K	0.01%	1430
2023 Q4	$3.37M	Sell	329,477 -50,780	-13%	-$485K	0.01%	1348
2023 Q3	$3.5M	Sell	380,257 -25,394	-6%	-$252K	0.01%	1241
2023 Q2	$4.14M	Buy	405,651 +1,128	+0.3%	+$11.4K	0.01%	1144
2023 Q1	$4.19K	Sell	404,523 -11,258	-3%	-$130K	0.01%	1097
2022 Q4	$4.51M	Sell	415,781 -15,308	-4%	-$162K	0.01%	1019
2022 Q3	$4.22M	Buy	431,089 +42,329	+11%	+$497K	0.01%	979
2022 Q2	$4.58M	Buy	388,760 +88,701	+30%	+$981K	0.01%	945
2022 Q1	$3.5M	Buy	300,059 +9,050	+3%	+$113K	0.01%	1157
2021 Q4	$4.19M	Buy	291,009 +5,969	+2%	+$83.3K	0.01%	1024
2021 Q3	$3.9M	Buy	285,040 +6,504	+2%	+$93.5K	0.01%	1018
2021 Q2	$3.94M	Buy	278,536 +11,143	+4%	+$155K	0.01%	987
2021 Q1	$3.58M	Buy	267,393 +14,805	+6%	+$201K	0.01%	955
2020 Q4	$3.46M	Buy	252,588 +818	+0.3%	+$10.8K	0.01%	912
2020 Q3	$3.27M	Buy	251,770 +112	+0%	+$1.49K	0.01%	835
2020 Q2	$3.22M	Buy	251,658 +4,132	+2%	+$50.9K	0.01%	782
2020 Q1	$2.95M	Buy	247,526 +13,497	+6%	+$174K	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%	+$94.8K	0.01%	820
2019 Q1	$2.51M	Buy	204,650 +10,875	+6%	+$130K	0.01%	820
2018 Q4	$2.18M	Buy	193,775 +5,270	+3%	+$59.1K	0.01%	815
2018 Q3	$2.15M	Sell	188,505 -20,913	-10%	-$243K	0.01%	896
2018 Q2	$2.45M	Sell	209,418 -1,806	-0.9%	-$21K	0.01%	796
2018 Q1	$2.46M	Buy	211,224 +62,655	+42%	+$748K	0.01%	753
2017 Q4	$1.83M	Buy	148,569 +12,219	+9%	+$153K	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%	+$133K	0.01%	975
2017 Q1	$1.22M	Buy	101,247 +13,309	+15%	+$162K	0.01%	1017
2016 Q4	$1.05M	Buy	87,938 +20,027	+29%	+$246K	0.01%	1010
2016 Q3	$906K	Buy	67,911 +1,425	+2%	+$19.1K	0.01%	1060
2016 Q2	$890K	Buy	66,486 +5,080	+8%	+$66.7K	0.01%	1042
2016 Q1	$780K	Buy	61,406 +3,013	+5%	+$37.6K	0.01%	1080
2015 Q4	$717K	Buy	58,393 +8,084	+16%	+$97.1K	0.01%	1099
2015 Q3	$602K	Sell	50,309 -2,597	-5%	-$30.7K	0.01%	1149
2015 Q2	$614K	Buy	52,906 +5,879	+13%	+$70.2K	0.01%	1217
2015 Q1	$577K	Buy	47,027 +2,780	+6%	+$34K	0.01%	1226
2014 Q4	$531K	Buy	44,247 +5,441	+14%	+$64.6K	0.01%	1241
2014 Q3	$454K	Buy	38,806 +5,891	+18%	+$68.6K	0.01%	1307
2014 Q2	$387K	Sell	32,915 -1,252	-4%	-$14.5K	﹤0.01%	1387
2014 Q1	$388K	Buy	34,167 +11,000	+47%	+$124K	0.01%	1322
2013 Q4	$249K	Buy	23,167 +4,305	+23%	+$46.5K	﹤0.01%	1576
2013 Q3	$206K	Buy	18,862 +1,082	+6%	+$11.7K	﹤0.01%	1614
2013 Q2	$205K	Buy	+17,780	New	+$218K	﹤0.01%	1555