Concurrent Investment Advisors’s Putnam Managed Municipal Income PMM Stock Holding History

Concurrent Investment Advisors’s Portfolio PMM Stock Details PMM Fund Activity

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