Mascoma Wealth Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.3K	Hold	1,191	–	–	﹤0.01%	301
2025 Q4	$12.7K	Hold	1,191	–	–	﹤0.01%	297
2025 Q3	$12.3K	Hold	1,191	–	–	﹤0.01%	307
2025 Q2	$11.8K	Hold	1,191	–	–	﹤0.01%	306
2025 Q1	$12.1K	Hold	1,191	–	–	﹤0.01%	309
2024 Q4	$12.1K	Hold	1,191	–	–	﹤0.01%	329
2024 Q3	$13K	Hold	1,191	–	–	﹤0.01%	305
2024 Q2	$12.2K	Hold	1,191	–	–	﹤0.01%	318
2024 Q1	$12.1K	Hold	1,191	–	–	﹤0.01%	298
2023 Q4	$12.2K	Hold	1,191	–	–	﹤0.01%	305
2023 Q3	$11K	Hold	1,191	–	–	﹤0.01%	319
2023 Q2	$11.9K	Hold	1,191	–	–	﹤0.01%	308
2023 Q1	$12.3K	Hold	1,191	–	–	﹤0.01%	388
2022 Q4	$12.9K	Hold	1,191	–	–	﹤0.01%	375
2022 Q3	$12K	Hold	1,191	–	–	﹤0.01%	381
2022 Q2	$14K	Buy	+1,191	New	+$13.2K	﹤0.01%	384
2017 Q3	–	Sell	-300	Closed	-$4K	–	410
2017 Q2	$4K	Buy	+300	New	+$3.71K	﹤0.01%	341