Melfa Wealth Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Sell |
480,444
-350
| -0.1% | -$3.46K | 3% | 3 |
|
|
2025
Q1 | $4.9M | Sell |
480,794
-56
| -0% | -$571 | 3.31% | 3 |
|
|
2024
Q4 | $4.87M | Hold |
480,850
| – | – | 3.26% | 3 |
|
|
2024
Q3 | $5.24M | Sell |
480,850
-1,029
| -0.2% | -$11.2K | 3.46% | 3 |
|
|
2024
Q2 | $4.94M | Sell |
481,879
-492
| -0.1% | -$5.05K | 3.46% | 3 |
|
|
2024
Q1 | $4.9M | Sell |
482,371
-2,596
| -0.5% | -$26.4K | 3.54% | 2 |
|
|
2023
Q4 | $4.96M | Buy |
484,967
+674
| +0.1% | +$6.9K | 4.67% | 2 |
|
|
2023
Q3 | $4.46M | Sell |
484,293
-1,921
| -0.4% | -$17.7K | 4.84% | 2 |
|
|
2023
Q2 | $4.96M | Buy |
486,214
+1,465
| +0.3% | +$15K | 5.03% | 2 |
|
|
2023
Q1 | $5.02M | Buy |
484,749
+5,114
| +1% | +$53K | 5.02% | 2 |
|
|
2022
Q4 | $5.2M | Buy |
+479,635
| New | +$5.2M | 5.44% | 2 |
|