CIA
PMM
Concurrent Investment Advisors’s Putnam Managed Municipal Income PMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Hold |
29,014
| – | – | ﹤0.01% | 1282 |
|
|
2025
Q1 | $178K | Buy |
29,014
+367
| +1% | +$2.25K | ﹤0.01% | 1137 |
|
|
2024
Q4 | $171K | Hold |
28,647
| – | – | ﹤0.01% | 995 |
|
|
2024
Q3 | $186K | Buy |
28,647
+1,728
| +6% | +$11.2K | 0.01% | 943 |
|
|
2024
Q2 | $167K | Sell |
26,919
-971
| -3% | -$6.02K | 0.01% | 885 |
|
|
2024
Q1 | $167K | Hold |
27,890
| – | – | 0.01% | 818 |
|
|
2023
Q4 | $170K | Buy |
+27,890
| New | +$170K | 0.01% | 780 |
|