Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $403K | Buy |
29,430
+8,400
| +40% | +$115K | 0.03% | 544 |
|
|
2021
Q2 | $297K | Buy |
21,030
+1,300
| +7% | +$18.4K | 0.02% | 671 |
|
|
2021
Q1 | $264K | Sell |
19,730
-1,000
| -5% | -$13.4K | 0.02% | 677 |
|
|
2020
Q4 | $284K | Hold |
20,730
| – | – | 0.02% | 602 |
|
|
2020
Q3 | $274K | Buy |
20,730
+900
| +5% | +$11.9K | 0.02% | 553 |
|
|
2020
Q2 | $253K | Buy |
19,830
+500
| +3% | +$6.38K | 0.02% | 545 |
|
|
2020
Q1 | $231K | Sell |
19,330
-500
| -3% | -$5.98K | 0.03% | 523 |
|
|
2019
Q4 | $261K | Buy |
19,830
+1,200
| +6% | +$15.8K | 0.02% | 567 |
|
|
2019
Q3 | $243K | Buy |
18,630
+189
| +1% | +$2.47K | 0.03% | 571 |
|
|
2019
Q2 | $233K | Buy |
18,441
+511
| +3% | +$6.46K | 0.02% | 599 |
|
|
2019
Q1 | $220K | Sell |
17,930
-2,237
| -11% | -$27.4K | 0.02% | 604 |
|
|
2018
Q4 | $226K | Buy |
+20,167
| New | +$226K | 0.03% | 554 |
|