Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $428K | Sell |
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|
2024
Q3 | $626K | Sell |
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|
2024
Q2 | $733K | Sell |
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|
2024
Q1 | $801K | Sell |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $1.95M | Sell |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $2.1M | Buy |
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|
2022
Q3 | $1.37M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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