Laird Norton Wetherby Wealth Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,618
| Closed | -$119K | – | 674 |
|
|
2018
Q4 | $119K | Buy |
10,618
+299
| +3% | +$3.35K | 0.02% | 613 |
|
|
2018
Q3 | $118K | Hold |
10,319
| – | – | 0.01% | 652 |
|
|
2018
Q2 | $121K | Buy |
+10,319
| New | +$121K | 0.02% | 625 |
|
|
2017
Q3 | – | Sell |
-10,319
| Closed | -$129K | – | 638 |
|
|
2017
Q2 | $129K | Sell |
10,319
-3,325
| -24% | -$41.6K | 0.02% | 548 |
|
|
2017
Q1 | $164K | Buy |
+13,644
| New | +$164K | 0.03% | 537 |
|