Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-25,140
| Closed | -$181K | – | 178 |
|
|
2020
Q1 | $181K | Sell |
25,140
-877
| -3% | -$6.31K | 0.04% | 145 |
|
|
2019
Q4 | $208K | Hold |
26,017
| – | – | 0.04% | 169 |
|
|
2019
Q3 | $204K | Hold |
26,017
| – | – | 0.04% | 165 |
|
|
2019
Q2 | $2.01K | Hold |
26,017
| – | – | 0.04% | 179 |
|
|
2019
Q1 | $195K | Buy |
+26,017
| New | +$195K | 0.04% | 193 |
|