Melfa Wealth Management’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Hold |
95,856
| – | – | 0.36% | 69 |
|
|
2025
Q1 | $588K | Hold |
95,856
| – | – | 0.4% | 65 |
|
|
2024
Q4 | $572K | Hold |
95,856
| – | – | 0.38% | 69 |
|
|
2024
Q3 | $624K | Sell |
95,856
-193
| -0.2% | -$1.26K | 0.41% | 62 |
|
|
2024
Q2 | $596K | Buy |
96,049
+29
| +0% | +$180 | 0.42% | 61 |
|
|
2024
Q1 | $575K | Buy |
96,020
+87
| +0.1% | +$521 | 0.42% | 64 |
|
|
2023
Q4 | $583K | Buy |
95,933
+97
| +0.1% | +$590 | 0.55% | 49 |
|
|
2023
Q3 | $524K | Sell |
95,836
-1,919
| -2% | -$10.5K | 0.57% | 45 |
|
|
2023
Q2 | $595K | Buy |
97,755
+177
| +0.2% | +$1.08K | 0.6% | 44 |
|
|
2023
Q1 | $598K | Buy |
97,578
+7,226
| +8% | +$44.3K | 0.6% | 44 |
|
|
2022
Q4 | $567K | Buy |
+90,352
| New | +$567K | 0.59% | 45 |
|