IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,009
| Closed | -$145K | – | 1008 |
|
|
2023
Q1 | $145K | Buy |
14,009
+139
| +1% | +$1.44K | 0.01% | 884 |
|
|
2022
Q4 | $150K | Buy |
13,870
+149
| +1% | +$1.62K | 0.01% | 841 |
|
|
2022
Q3 | $134K | Buy |
13,721
+131
| +1% | +$1.28K | 0.01% | 806 |
|
|
2022
Q2 | $160K | Buy |
13,590
+135
| +1% | +$1.59K | 0.01% | 679 |
|
|
2022
Q1 | $157K | Sell |
13,455
-610
| -4% | -$7.12K | 0.01% | 725 |
|
|
2021
Q4 | $203K | Buy |
14,065
+107
| +0.8% | +$1.54K | 0.02% | 746 |
|
|
2021
Q3 | $191K | Buy |
+13,958
| New | +$191K | 0.02% | 740 |
|