Curi RMB Capital’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-14,743
| Closed | -$172K | – | 929 |
|
2018
Q1 | $172K | Sell |
14,743
-9,893
| -40% | -$115K | ﹤0.01% | 809 |
|
2017
Q4 | $304K | Sell |
24,636
-3,352
| -12% | -$41.4K | 0.01% | 693 |
|
2017
Q3 | $353K | Buy |
+27,988
| New | +$353K | 0.01% | 538 |
|
2017
Q2 | – | Sell |
-20,765
| Closed | -$249K | – | 738 |
|
2017
Q1 | $249K | Buy |
+20,765
| New | +$249K | 0.01% | 445 |
|
2016
Q2 | – | Sell |
-34,969
| Closed | -$444K | – | 473 |
|
2016
Q1 | $444K | Buy |
+34,969
| New | +$444K | 0.03% | 261 |
|