Integrated Capital Management (Pennsylvania)’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 | $247K | Buy |
25,018
+3,958
| +19% | +$39.1K | 0.19% | 49 |
|
|
2025
Q1 | $215K | Buy |
21,060
+735
| +4% | +$7.49K | 0.17% | 51 |
|
|
2024
Q4 | $206K | Buy |
20,325
+1,932
| +11% | +$19.6K | 0.16% | 50 |
|
|
2024
Q3 | $200K | Sell |
18,393
-6
| -0% | -$65 | 0.15% | 57 |
|
|
2024
Q2 | $189K | Buy |
18,399
+1,805
| +11% | +$18.5K | 0.15% | 67 |
|
|
2024
Q1 | $169K | Buy |
+16,594
| New | +$169K | 0.14% | 63 |
|