CWM
PMM

Concert Wealth Management’s Putnam Managed Municipal Income PMM Stock Holding History

Concert Wealth Management’s Portfolio PMM Stock Details PMM Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
2016
Q3 		$238K Buy
2016
Q2 		$173K Buy
2016
Q1 		$149K Hold
2015
Q4 		$143K Hold
2015
Q3 		$139K Hold
2015
Q2 		$137K Sell
2015
Q1 		$181K Hold
2014
Q4 		$177K Buy