Karpus 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 | $2.29M | Buy |
231,992
+132,444
| +133% | +$1.31M | 0.07% | 151 |
|
2025
Q1 | $1.01M | Buy |
99,548
+1,510
| +2% | +$15.4K | 0.03% | 167 |
|
2024
Q4 | $993K | Buy |
98,038
+36,188
| +59% | +$367K | 0.03% | 178 |
|
2024
Q3 | $674K | Buy |
+61,850
| New | +$674K | 0.02% | 193 |
|
2019
Q2 | – | Sell |
-56,883
| Closed | -$701K | – | 205 |
|
2019
Q1 | $701K | Sell |
56,883
-78,434
| -58% | -$967K | 0.03% | 162 |
|
2018
Q4 | $1.52M | Sell |
135,317
-1,482,931
| -92% | -$16.7M | 0.06% | 138 |
|
2018
Q3 | $18.5M | Buy |
1,618,248
+33,500
| +2% | +$383K | 0.75% | 35 |
|
2018
Q2 | $18.3M | Buy |
1,584,748
+1,247,243
| +370% | +$14.4M | 0.8% | 30 |
|
2018
Q1 | $3.94M | Buy |
+337,505
| New | +$3.94M | 0.18% | 82 |
|
2017
Q1 | – | Sell |
-17,324
| Closed | -$207K | – | 168 |
|
2016
Q4 | $207K | Buy |
17,324
+6,450
| +59% | +$77.1K | 0.01% | 149 |
|
2016
Q3 | $145K | Sell |
10,874
-62,642
| -85% | -$835K | 0.01% | 155 |
|
2016
Q2 | $984K | Sell |
73,516
-1,000,856
| -93% | -$13.4M | 0.05% | 126 |
|
2016
Q1 | $13.6M | Sell |
1,074,372
-790,471
| -42% | -$10M | 0.62% | 56 |
|
2015
Q4 | $22.9M | Sell |
1,864,843
-14,935
| -0.8% | -$183K | 1.03% | 29 |
|
2015
Q3 | $22.5M | Buy |
1,879,778
+16,121
| +0.9% | +$193K | 1.04% | 29 |
|
2015
Q2 | $21.6M | Buy |
1,863,657
+86,616
| +5% | +$1.01M | 1.01% | 29 |
|
2015
Q1 | $21.8M | Buy |
1,777,041
+160,312
| +10% | +$1.97M | 1.01% | 31 |
|
2014
Q4 | $19.4M | Buy |
1,616,729
+234,195
| +17% | +$2.81M | 0.92% | 38 |
|
2014
Q3 | $16.2M | Buy |
1,382,534
+65,615
| +5% | +$768K | 0.78% | 42 |
|
2014
Q2 | $15.5M | Buy |
1,316,919
+48,766
| +4% | +$573K | 0.74% | 43 |
|
2014
Q1 | $14.4M | Sell |
1,268,153
-26,761
| -2% | -$304K | 0.75% | 37 |
|
2013
Q4 | $13.9M | Buy |
1,294,914
+200,568
| +18% | +$2.15M | 0.77% | 36 |
|
2013
Q3 | $12M | Buy |
1,094,346
+1,404
| +0.1% | +$15.3K | 0.76% | 35 |
|
2013
Q2 | $12.6M | Buy |
+1,092,942
| New | +$12.6M | 0.88% | 33 |
|