Financial Advocates Investment Management’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
Q2 | $122K | Hold |
20,391
| – | – | 0.01% | 594 |
|
|
2025
Q1 | $125K | Buy |
20,391
+3,185
| +19% | +$19.5K | 0.01% | 689 |
|
|
2024
Q4 | $103K | Sell |
17,206
-833
| -5% | -$4.97K | 0.01% | 716 |
|
|
2024
Q3 | $117K | Hold |
18,039
| – | – | 0.01% | 730 |
|
|
2024
Q2 | $112K | Hold |
18,039
| – | – | 0.01% | 691 |
|
|
2024
Q1 | $108K | Hold |
18,039
| – | – | 0.01% | 731 |
|
|
2023
Q4 | $110K | Buy |
18,039
+675
| +4% | +$4.1K | 0.01% | 699 |
|
|
2023
Q3 | $95K | Hold |
17,364
| – | – | 0.01% | 672 |
|
|
2023
Q2 | $106K | Sell |
17,364
-944
| -5% | -$5.75K | 0.01% | 670 |
|
|
2023
Q1 | $112K | Buy |
18,308
+514
| +3% | +$3.15K | 0.01% | 699 |
|
|
2022
Q4 | $112K | Buy |
17,794
+714
| +4% | +$4.48K | 0.01% | 708 |
|
|
2022
Q3 | $96K | Buy |
17,080
+13
| +0.1% | +$73 | 0.01% | 715 |
|
|
2022
Q2 | $113K | Buy |
17,067
+713
| +4% | +$4.72K | 0.01% | 651 |
|
|
2022
Q1 | $116K | Buy |
16,354
+7
| +0% | +$50 | 0.01% | 703 |
|
|
2021
Q4 | $143K | Buy |
16,347
+10
| +0.1% | +$87 | 0.01% | 737 |
|
|
2021
Q3 | $136K | Buy |
16,337
+873
| +6% | +$7.27K | 0.01% | 714 |
|
|
2021
Q2 | $136K | Hold |
15,464
| – | – | 0.01% | 701 |
|
|
2021
Q1 | $126K | Hold |
15,464
| – | – | 0.01% | 713 |
|
|
2020
Q4 | $125K | Hold |
15,464
| – | – | 0.01% | 691 |
|
|
2020
Q3 | $118K | Hold |
15,464
| – | – | 0.01% | 599 |
|
|
2020
Q2 | $113K | Buy |
+15,464
| New | +$113K | 0.01% | 573 |
|