Indiana Trust & Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,000
| Closed | -$30.6K | – | 495 |
|
|
2025
Q1 | $30.6K | Sell |
3,000
-11,000
| -79% | -$112K | 0.01% | 321 |
|
|
2024
Q4 | $142K | Hold |
14,000
| – | – | 0.05% | 195 |
|
|
2024
Q3 | $153K | Hold |
14,000
| – | – | 0.05% | 193 |
|
|
2024
Q2 | $144K | Hold |
14,000
| – | – | 0.05% | 191 |
|
|
2024
Q1 | $142K | Hold |
14,000
| – | – | 0.06% | 188 |
|
|
2023
Q4 | $143K | Sell |
14,000
-7,500
| -35% | -$76.7K | 0.06% | 183 |
|
|
2023
Q3 | $198K | Buy |
+21,500
| New | +$198K | 0.1% | 146 |
|