Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,360
| Closed | -$40K | – | 477 |
|
|
2022
Q2 | $40K | Hold |
3,360
| – | – | 0.01% | 327 |
|
|
2022
Q1 | $39K | Hold |
3,360
| – | – | 0.01% | 380 |
|
|
2021
Q4 | $48K | Hold |
3,360
| – | – | 0.01% | 402 |
|
|
2021
Q3 | $46K | Hold |
3,360
| – | – | 0.01% | 387 |
|
|
2021
Q2 | $48K | Hold |
3,360
| – | – | 0.01% | 385 |
|
|
2021
Q1 | $45K | Hold |
3,360
| – | – | 0.01% | 402 |
|
|
2020
Q4 | $46K | Buy |
+3,360
| New | +$46K | 0.01% | 382 |
|