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 |
|