NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,310
| Closed | -$189K | – | 3997 |
|
|
2024
Q3 | $189K | Sell |
17,310
-8,245
| -32% | -$89.9K | ﹤0.01% | 2017 |
|
|
2024
Q2 | $262K | Buy |
25,555
+37
| +0.1% | +$380 | ﹤0.01% | 1788 |
|
|
2024
Q1 | $259K | Buy |
25,518
+2,368
| +10% | +$24.1K | ﹤0.01% | 1706 |
|
|
2023
Q4 | $237K | Sell |
23,150
-11,050
| -32% | -$113K | ﹤0.01% | 1646 |
|
|
2023
Q3 | $315K | Sell |
34,200
-16,000
| -32% | -$147K | ﹤0.01% | 1407 |
|
|
2023
Q2 | $513K | Sell |
50,200
-8,931
| -15% | -$91.2K | 0.01% | 1174 |
|
|
2023
Q1 | $599K | Buy |
59,131
+4,800
| +9% | +$48.6K | 0.01% | 1032 |
|
|
2022
Q4 | $491K | Buy |
54,331
+11,000
| +25% | +$99.3K | 0.01% | 785 |
|
|
2022
Q3 | $424K | Sell |
43,331
-4,800
| -10% | -$47K | 0.01% | 1051 |
|
|
2022
Q2 | $568K | Buy |
48,131
+1,370
| +3% | +$16.2K | 0.01% | 927 |
|
|
2022
Q1 | $544K | Buy |
46,761
+13,150
| +39% | +$153K | 0.01% | 827 |
|
|
2021
Q4 | $484K | Buy |
+33,611
| New | +$484K | 0.01% | 1094 |
|
|
2017
Q3 | – | Sell |
-9,131
| Closed | -$115K | – | 921 |
|
|
2017
Q2 | $115K | Buy |
+9,131
| New | +$115K | 0.02% | 388 |
|