CIA
PMO
Concurrent Investment Advisors’s Putnam Municipal Opportunities Trust PMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Buy |
17,990
+605
| +3% | +$5.98K | ﹤0.01% | 1278 |
|
|
2025
Q1 | $177K | Buy |
17,385
+2,275
| +15% | +$23.2K | ﹤0.01% | 1138 |
|
|
2024
Q4 | $153K | Hold |
15,110
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q3 | $165K | Hold |
15,110
| – | – | ﹤0.01% | 957 |
|
|
2024
Q2 | $155K | Hold |
15,110
| – | – | 0.01% | 888 |
|
|
2024
Q1 | $154K | Buy |
15,110
+381
| +3% | +$3.87K | 0.01% | 826 |
|
|
2023
Q4 | $151K | Buy |
+14,729
| New | +$151K | 0.01% | 789 |
|