Financial Network Wealth Management’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 | $96K | Buy |
+9,440
| New | +$96K | 0.03% | 173 |
|
|
2024
Q2 | – | Sell |
-10,401
| Closed | -$103K | – | 109 |
|
|
2024
Q1 | $103K | Sell |
10,401
-849
| -8% | -$8.41K | 0.05% | 42 |
|
|
2023
Q4 | $115K | Buy |
+11,250
| New | +$115K | 0.05% | 107 |
|
|
2023
Q3 | – | Sell |
-11,250
| Closed | -$116K | – | 106 |
|
|
2023
Q2 | $116K | Hold |
11,250
| – | – | 0.05% | 100 |
|
|
2023
Q1 | $117K | Hold |
11,250
| – | – | 0.06% | 96 |
|
|
2022
Q4 | $122K | Sell |
11,250
-4,100
| -27% | -$44.5K | 0.07% | 102 |
|
|
2022
Q3 | $150K | Hold |
15,350
| – | – | 0.09% | 87 |
|
|
2022
Q2 | $181K | Hold |
15,350
| – | – | 0.11% | 89 |
|
|
2022
Q1 | $179K | Hold |
15,350
| – | – | 0.09% | 109 |
|
|
2021
Q4 | $221K | Hold |
15,350
| – | – | 0.11% | 106 |
|
|
2021
Q3 | $210K | Hold |
15,350
| – | – | 0.12% | 105 |
|
|
2021
Q2 | $217K | Hold |
15,350
| – | – | 0.13% | 99 |
|
|
2021
Q1 | $206K | Hold |
15,350
| – | – | 0.13% | 101 |
|
|
2020
Q4 | $210K | Buy |
+15,350
| New | +$210K | 0.16% | 88 |
|