Dakota Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-49,002
| Closed | -$602K | – | 305 |
|
|
2019
Q1 | $602K | Sell |
49,002
-41,309
| -46% | -$507K | 0.12% | 161 |
|
|
2018
Q4 | $1.02M | Sell |
90,311
-34,043
| -27% | -$385K | 0.23% | 89 |
|
|
2018
Q3 | $1.42M | Buy |
+124,354
| New | +$1.42M | 0.32% | 77 |
|
|
2018
Q2 | – | Sell |
-12,900
| Closed | -$150K | – | 206 |
|
|
2018
Q1 | $150K | Buy |
+12,900
| New | +$150K | 0.08% | 88 |
|