Kestra Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-15,882
| Closed | -$229K | – | 2097 |
|
|
2021
Q4 | $229K | Sell |
15,882
-249,542
| -94% | -$3.6M | ﹤0.01% | 1796 |
|
|
2021
Q3 | $3.64M | Sell |
265,424
-4,331
| -2% | -$59.3K | 0.04% | 498 |
|
|
2021
Q2 | $3.81M | Sell |
269,755
-678
| -0.3% | -$9.59K | 0.04% | 433 |
|
|
2021
Q1 | $3.62M | Sell |
270,433
-193,834
| -42% | -$2.6M | 0.05% | 404 |
|
|
2020
Q4 | $6.33M | Buy |
464,267
+217,407
| +88% | +$2.96M | 0.07% | 284 |
|
|
2020
Q3 | $3.2M | Buy |
+246,860
| New | +$3.2M | 0.06% | 320 |
|