Gill Capital Partners’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
Q2 | $228K | Hold |
23,090
| – | – | 0.07% | 128 |
|
|
2025
Q1 | $235K | Hold |
23,090
| – | – | 0.08% | 115 |
|
|
2024
Q4 | $234K | Hold |
23,090
| – | – | 0.08% | 113 |
|
|
2024
Q3 | $252K | Hold |
23,090
| – | – | 0.09% | 101 |
|
|
2024
Q2 | $237K | Hold |
23,090
| – | – | 0.09% | 101 |
|
|
2024
Q1 | $224K | Hold |
23,090
| – | – | 0.09% | 107 |
|
|
2023
Q4 | $236K | Sell |
23,090
-7,737
| -25% | -$79.2K | 0.1% | 102 |
|
|
2023
Q3 | $284K | Hold |
30,827
| – | – | 0.13% | 92 |
|
|
2023
Q2 | $315K | Hold |
30,827
| – | – | 0.13% | 93 |
|
|
2023
Q1 | $319K | Sell |
30,827
-1,400
| -4% | -$14.5K | 0.14% | 83 |
|
|
2022
Q4 | $350K | Hold |
32,227
| – | – | 0.17% | 77 |
|
|
2022
Q3 | $316K | Hold |
32,227
| – | – | 0.17% | 80 |
|
|
2022
Q2 | $375K | Hold |
32,227
| – | – | 0.17% | 74 |
|
|
2022
Q1 | $375K | Hold |
32,227
| – | – | 0.17% | 74 |
|
|
2021
Q4 | $464K | Sell |
32,227
-8,230
| -20% | -$118K | 0.2% | 72 |
|
|
2021
Q3 | $554K | Sell |
40,457
-1,500
| -4% | -$20.5K | 0.25% | 63 |
|
|
2021
Q2 | $593K | Sell |
41,957
-2,667
| -6% | -$37.7K | 0.28% | 62 |
|
|
2021
Q1 | $598K | Buy |
44,624
+360
| +0.8% | +$4.82K | 0.3% | 57 |
|
|
2020
Q4 | $610K | Sell |
44,264
-740
| -2% | -$10.2K | 0.36% | 51 |
|
|
2020
Q3 | $584K | Sell |
45,004
-747
| -2% | -$9.69K | 0.38% | 44 |
|
|
2020
Q2 | $585K | Sell |
45,751
-424
| -0.9% | -$5.42K | 0.39% | 41 |
|
|
2020
Q1 | $551K | Buy |
+46,175
| New | +$551K | 0.4% | 39 |
|
|
2018
Q4 | $610K | Buy |
+46,175
| New | +$610K | 0.43% | 42 |
|