Farther Finance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 4412 |
|
|
2024
Q4 | – | Sell |
-5,888
| Closed | -$64.2K | – | 4115 |
|
|
2024
Q3 | $64.2K | Sell |
5,888
-750
| -11% | -$8.18K | ﹤0.01% | 1518 |
|
|
2024
Q2 | $67.4K | Hold |
6,638
| – | – | ﹤0.01% | 1289 |
|
|
2024
Q1 | $67K | Hold |
6,638
| – | – | ﹤0.01% | 1084 |
|
|
2023
Q4 | $67.9K | Sell |
6,638
-5,476
| -45% | -$56K | ﹤0.01% | 920 |
|
|
2023
Q3 | $111K | Buy |
12,114
+2,758
| +29% | +$25.4K | 0.02% | 519 |
|
|
2023
Q2 | $95.5K | Buy |
+9,356
| New | +$95.5K | 0.02% | 473 |
|