Integrated Wealth Concepts’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,018
| Closed | -$71.7K | – | 1820 |
|
|
2024
Q4 | $71.7K | Hold |
12,018
| – | – | ﹤0.01% | 1667 |
|
|
2024
Q3 | $78.2K | Hold |
12,018
| – | – | ﹤0.01% | 1619 |
|
|
2024
Q2 | $74.5K | Hold |
12,018
| – | – | ﹤0.01% | 1590 |
|
|
2024
Q1 | $72K | Hold |
12,018
| – | – | ﹤0.01% | 1600 |
|
|
2023
Q4 | $73.1K | Hold |
12,018
| – | – | ﹤0.01% | 1543 |
|
|
2023
Q3 | $65.7K | Hold |
12,018
| – | – | ﹤0.01% | 1503 |
|
|
2023
Q2 | $73.2K | Buy |
+12,018
| New | +$73.2K | ﹤0.01% | 1503 |
|