Concord Wealth Partners’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $9.74K | Hold |
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|
2025
Q3 | $9.39K | Hold |
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|
2025
Q2 | $9.29K | Hold |
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|
2025
Q1 | $9.53K | Hold |
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|
2024
Q4 | $9.28K | Hold |
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|
2024
Q3 | $10.1K | Hold |
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|
2024
Q2 | $9.63K | Hold |
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|
2024
Q1 | $9.31K | Hold |
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|
2023
Q4 | $9.45K | Hold |
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|
2023
Q3 | $8.5K | Hold |
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|
2023
Q2 | $9.46K | Hold |
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|
2023
Q1 | $9.53K | Hold |
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|
2022
Q4 | $9.76K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Buy |
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