Concord Wealth Partners’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.29K | Hold |
1,554
| – | – | ﹤0.01% | 551 |
|
|
2025
Q1 | $9.53K | Hold |
1,554
| – | – | ﹤0.01% | 514 |
|
|
2024
Q4 | $9.28K | Hold |
1,554
| – | – | ﹤0.01% | 535 |
|
|
2024
Q3 | $10.1K | Hold |
1,554
| – | – | ﹤0.01% | 556 |
|
|
2024
Q2 | $9.64K | Hold |
1,554
| – | – | ﹤0.01% | 512 |
|
|
2024
Q1 | $9.31K | Hold |
1,554
| – | – | ﹤0.01% | 579 |
|
|
2023
Q4 | $9.45K | Hold |
1,554
| – | – | ﹤0.01% | 574 |
|
|
2023
Q3 | $8.5K | Hold |
1,554
| – | – | ﹤0.01% | 642 |
|
|
2023
Q2 | $9.46K | Hold |
1,554
| – | – | ﹤0.01% | 609 |
|
|
2023
Q1 | $9.53K | Hold |
1,554
| – | – | ﹤0.01% | 601 |
|
|
2022
Q4 | $9.76K | Buy |
+1,554
| New | +$9.76K | ﹤0.01% | 638 |
|
|
2022
Q3 | – | Sell |
-1,554
| Closed | -$10K | – | 866 |
|
|
2022
Q2 | $10K | Hold |
1,554
| – | – | ﹤0.01% | 694 |
|
|
2022
Q1 | $11K | Hold |
1,554
| – | – | ﹤0.01% | 761 |
|
|
2021
Q4 | $14K | Hold |
1,554
| – | – | ﹤0.01% | 719 |
|
|
2021
Q3 | $13K | Hold |
1,554
| – | – | 0.01% | 439 |
|
|
2021
Q2 | $14K | Hold |
1,554
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $13K | Hold |
1,554
| – | – | ﹤0.01% | 544 |
|
|
2020
Q4 | $13K | Buy |
+1,554
| New | +$13K | 0.01% | 349 |
|