PMO
Koshinski Asset Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,868
| Closed | -$175K | – | 609 |
|
|
2022
Q2 | $175K | Buy |
14,868
+208
| +1% | +$2.45K | 0.02% | 560 |
|
|
2022
Q1 | $171K | Sell |
14,660
-15,115
| -51% | -$176K | 0.01% | 643 |
|
|
2021
Q4 | $429K | Buy |
29,775
+338
| +1% | +$4.87K | 0.03% | 424 |
|
|
2021
Q3 | $403K | Buy |
29,437
+14,475
| +97% | +$198K | 0.04% | 433 |
|
|
2021
Q2 | $212K | Sell |
14,962
-13,838
| -48% | -$196K | 0.03% | 517 |
|
|
2021
Q1 | $386K | Buy |
+28,800
| New | +$386K | 0.04% | 414 |
|
|
2020
Q1 | – | Sell |
-16,800
| Closed | -$221K | – | 501 |
|
|
2019
Q4 | $221K | Hold |
16,800
| – | – | 0.04% | 459 |
|
|
2019
Q3 | $220K | Hold |
16,800
| – | – | 0.15% | 139 |
|
|
2019
Q2 | $213K | Hold |
16,800
| – | – | 0.09% | 247 |
|
|
2019
Q1 | $206 | Hold |
16,800
| – | – | 0.06% | 359 |
|
|
2018
Q4 | $189K | Sell |
16,800
-7,000
| -29% | -$78.8K | 0.05% | 375 |
|
|
2018
Q3 | $272K | Buy |
+23,800
| New | +$272K | 0.04% | 437 |
|