Joseph P. Lucia & Associates’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Sell |
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|
2025
Q1 | $194K | Sell |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $381K | Sell |
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|
2023
Q1 | $406K | Sell |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $471K | Sell |
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|
2022
Q2 | $621K | Sell |
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|
2022
Q1 | $773K | Sell |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $706K | Sell |
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|
2020
Q2 | $730K | Buy |
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|
2020
Q1 | $425K | Sell |
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|
2019
Q4 | $483K | Buy |
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|
2019
Q3 | $263K | Buy |
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|
2019
Q2 | $146K | Sell |
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|
2019
Q1 | $20.2K | Buy |
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