Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,056
| Closed | -$156K | – | 179 |
|
|
2020
Q1 | $156K | Hold |
13,056
| – | – | 0.03% | 147 |
|
|
2019
Q4 | $172K | Hold |
13,056
| – | – | 0.03% | 173 |
|
|
2019
Q3 | $171K | Hold |
13,056
| – | – | 0.03% | 168 |
|
|
2019
Q2 | $1.66K | Sell |
13,056
-944
| -7% | -$120 | 0.03% | 182 |
|
|
2019
Q1 | $172K | Buy |
+14,000
| New | +$172K | 0.03% | 195 |
|