Concurrent Investment Advisors’s Putnam Municipal Opportunities Trust PMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$178K	Buy
2025 Q1	$177K	Buy
2024 Q4	$153K	Hold
2024 Q3	$165K	Hold
2024 Q2	$155K	Hold
2024 Q1	$154K	Buy
2023 Q4	$151K	Buy