Concurrent Investment Advisors’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
2025
Q2
$174K Hold
2025
Q1
$178K Buy
2024
Q4
$171K Hold
2024
Q3
$186K Buy
2024
Q2
$167K Sell
2024
Q1
$167K Hold
2023
Q4
$170K Buy