MWM
PMO
Mascoma Wealth Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$14K | ﹤0.01% | 384 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$4K | – | 410 |
|
|
2017
Q2 | $4K | Buy |
+300
| New | +$4K | ﹤0.01% | 341 |
|