Fortitude Advisory Group’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 | $109K | Hold |
18,285
| – | – | 0.06% | 210 |
|
|
2025
Q1 | $107K | Hold |
18,285
| – | – | 0.08% | 192 |
|
|
2024
Q4 | $109K | Hold |
18,285
| – | – | 0.07% | 194 |
|
|
2024
Q3 | $119K | Hold |
18,285
| – | – | 0.08% | 200 |
|
|
2024
Q2 | $113K | Sell |
18,285
-479
| -3% | -$2.97K | 0.07% | 191 |
|
|
2024
Q1 | $112K | Hold |
18,764
| – | – | 0.06% | 208 |
|
|
2023
Q4 | $114K | Buy |
18,764
+3,766
| +25% | +$22.9K | 0.07% | 212 |
|
|
2023
Q3 | $82K | Hold |
14,998
| – | – | 0.06% | 200 |
|
|
2023
Q2 | $91.3K | Buy |
14,998
+998
| +7% | +$6.08K | 0.07% | 202 |
|
|
2023
Q1 | $85.8K | Buy |
14,000
+2,127
| +18% | +$13K | 0.07% | 212 |
|
|
2022
Q4 | $74.6K | Buy |
+11,873
| New | +$74.6K | 0.06% | 204 |
|
|
2022
Q2 | – | Sell |
-4,211
| Closed | -$30K | – | 979 |
|
|
2022
Q1 | $30K | Hold |
4,211
| – | – | 0.02% | 683 |
|
|
2021
Q4 | $37K | Buy |
+4,211
| New | +$37K | 0.02% | 634 |
|