Cresset Asset Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Hold |
20,300
| – | – | ﹤0.01% | 1500 |
|
|
2025
Q1 | $207K | Hold |
20,300
| – | – | ﹤0.01% | 1496 |
|
|
2024
Q4 | $206K | Sell |
20,300
-1,600
| -7% | -$16.3K | ﹤0.01% | 1525 |
|
|
2024
Q3 | $239K | Hold |
21,900
| – | – | ﹤0.01% | 1880 |
|
|
2024
Q2 | $225K | Sell |
21,900
-280
| -1% | -$2.88K | ﹤0.01% | 1807 |
|
|
2024
Q1 | $226K | Buy |
22,180
+280
| +1% | +$2.86K | ﹤0.01% | 1703 |
|
|
2023
Q4 | $225K | Hold |
21,900
| – | – | ﹤0.01% | 1613 |
|
|
2023
Q3 | $202K | Hold |
21,900
| – | – | ﹤0.01% | 1585 |
|
|
2023
Q2 | $224K | Buy |
+21,900
| New | +$224K | ﹤0.01% | 1543 |
|