HighTower Advisors’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 | $219K | Buy |
+22,168
| New | +$219K | ﹤0.01% | 3186 |
|
|
2025
Q1 | – | Sell |
-31,845
| Closed | -$323K | – | 3635 |
|
|
2024
Q4 | $323K | Buy |
31,845
+6,750
| +27% | +$68.4K | ﹤0.01% | 2819 |
|
|
2024
Q3 | $267K | Buy |
+25,095
| New | +$267K | ﹤0.01% | 2894 |
|
|
2024
Q1 | – | Sell |
-11,332
| Closed | -$116K | – | 3478 |
|
|
2023
Q4 | $116K | Buy |
+11,332
| New | +$116K | ﹤0.01% | 3134 |
|
|
2015
Q4 | – | Sell |
-12,247
| Closed | -$147K | – | 2064 |
|
|
2015
Q3 | $147K | Buy |
12,247
+806
| +7% | +$9.67K | ﹤0.01% | 1692 |
|
|
2015
Q2 | $133K | Buy |
+11,441
| New | +$133K | ﹤0.01% | 1403 |
|
|
2015
Q1 | – | Sell |
-10,441
| Closed | -$125K | – | 1674 |
|
|
2014
Q4 | $125K | Hold |
10,441
| – | – | ﹤0.01% | 1454 |
|
|
2014
Q3 | $122K | Hold |
10,441
| – | – | ﹤0.01% | 1422 |
|
|
2014
Q2 | $123K | Hold |
10,441
| – | – | ﹤0.01% | 1444 |
|
|
2014
Q1 | $119K | Hold |
10,441
| – | – | ﹤0.01% | 1358 |
|
|
2013
Q4 | $112K | Buy |
+10,441
| New | +$112K | ﹤0.01% | 1358 |
|