EWM
PMM
Evercore Wealth Management’s Putnam Managed Municipal Income PMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,363
| Closed | -$25K | – | 682 |
|
|
2017
Q4 | $25K | Hold |
3,363
| – | – | ﹤0.01% | 688 |
|
|
2017
Q3 | $25K | Hold |
3,363
| – | – | ﹤0.01% | 673 |
|
|
2017
Q2 | $25K | Hold |
3,363
| – | – | ﹤0.01% | 680 |
|
|
2017
Q1 | $24K | Hold |
3,363
| – | – | ﹤0.01% | 726 |
|
|
2016
Q4 | $24K | Hold |
3,363
| – | – | ﹤0.01% | 729 |
|
|
2016
Q3 | $27K | Hold |
3,363
| – | – | ﹤0.01% | 724 |
|
|
2016
Q2 | $27K | Hold |
3,363
| – | – | ﹤0.01% | 705 |
|
|
2016
Q1 | $26K | Hold |
3,363
| – | – | ﹤0.01% | 682 |
|
|
2015
Q4 | $25K | Hold |
3,363
| – | – | ﹤0.01% | 726 |
|
|
2015
Q3 | $24K | Hold |
3,363
| – | – | ﹤0.01% | 713 |
|
|
2015
Q2 | $24K | Hold |
3,363
| – | – | ﹤0.01% | 765 |
|
|
2015
Q1 | $25K | Buy |
+3,363
| New | +$25K | ﹤0.01% | 750 |
|
|
2014
Q4 | – | Sell |
-3,363
| Closed | -$24K | – | 955 |
|
|
2014
Q3 | $24K | Buy |
+3,363
| New | +$24K | ﹤0.01% | 710 |
|