Jupiter Wealth Management’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
2026 Q1	$126K	Buy	+20,000	New	+$125K	0.05%	84
2024 Q3	–	Sell	-20,000	Closed	-$126K	–	104
2024 Q2	$126K	Hold	20,000	–	–	0.07%	89
2024 Q1	$120K	Hold	20,000	–	–	0.06%	92
2023 Q4	$122K	Hold	20,000	–	–	0.07%	80
2023 Q3	$111K	Hold	20,000	–	–	0.07%	81
2023 Q2	$122K	Hold	20,000	–	–	0.1%	64
2023 Q1	$123K	Hold	20,000	–	–	0.11%	62
2022 Q4	$125K	Hold	20,000	–	–	0.12%	55
2022 Q3	$112K	Hold	20,000	–	–	0.11%	64
2022 Q2	$132K	Hold	20,000	–	–	0.12%	62
2022 Q1	$141K	Hold	20,000	–	–	0.09%	78
2021 Q4	$175K	Hold	20,000	–	–	0.09%	83
2021 Q3	$172K	Hold	20,000	–	–	0.08%	90
2021 Q2	$171K	Buy	20,000 +5,000	+33%	+$42.3K	0.08%	85
2021 Q1	$123K	Hold	15,000	–	–	0.06%	83
2020 Q4	$121K	Hold	15,000	–	–	0.07%	72
2020 Q3	$115K	Sell	15,000 -13,120	-47%	-$102K	0.08%	70
2020 Q2	$219K	Hold	28,120	–	–	0.11%	70
2020 Q1	$189K	Hold	28,120	–	–	0.11%	69
2019 Q4	$228K	Buy	28,120 +7,620	+37%	+$60.6K	0.11%	77
2019 Q3	$161K	Hold	20,500	–	–	0.09%	76
2019 Q2	$162K	Hold	20,500	–	–	0.08%	76
2019 Q1	$152K	Buy	+20,500	New	+$148K	0.07%	72