KPWS
PMM

Kestra Private Wealth Services’s Putnam Managed Municipal Income PMM Stock Holding History

Kestra Private Wealth Services’s Portfolio PMM Stock Details PMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-12,246
Closed -$74K – 1793
2025
Q3 		$74K Hold
12,246
– – ﹤0.01% 1620
2025
Q2 		$73.2K Hold
12,246
– – ﹤0.01% 1566
2025
Q1 		$75.1K Hold
12,246
– – ﹤0.01% 1464
2024
Q4 		$73.1K Hold
12,246
– – ﹤0.01% 1374
2024
Q3 		$79.7K Sell
12,246
-1,022
-8% -$6.48K ﹤0.01% 1317
2024
Q2 		$82.3K Buy
13,268
+12
+0.1% +$72 ﹤0.01% 1296
2024
Q1 		$79.4K Buy
13,256
+12
+0.1% +$74 ﹤0.01% 1246
2023
Q4 		$80.5K Buy
13,244
+1,944
+17% +$10.9K ﹤0.01% 1149
2023
Q3 		$61.8K Buy
+11,300
New +$65.9K ﹤0.01% 1107

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