Farther Finance Advisors’s Putnam Managed Municipal Income PMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,500
Closed -$14.9K 4411
2024
Q4
$14.9K Sell
2,500
-2,210
-47% -$13.2K ﹤0.01% 2211
2024
Q3
$30.7K Hold
4,710
﹤0.01% 1886
2024
Q2
$29K Hold
4,710
﹤0.01% 1636
2024
Q1
$28.2K Hold
4,710
﹤0.01% 1389
2023
Q4
$28.6K Sell
4,710
-5,157
-52% -$31.4K ﹤0.01% 1226
2023
Q3
$54K Buy
9,867
+3,649
+59% +$20K 0.01% 748
2023
Q2
$37.9K Buy
+6,218
New +$37.9K 0.01% 755