Nova R Wealth’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 | $920K | Hold |
93,059
| – | – | 0.43% | 40 |
|
|
2025
Q1 | $948K | Hold |
93,059
| – | – | 0.47% | 40 |
|
|
2024
Q4 | $943K | Hold |
93,059
| – | – | 0.48% | 40 |
|
|
2024
Q3 | $1.01M | Sell |
93,059
-6,938
| -7% | -$75.6K | 0.5% | 40 |
|
|
2024
Q2 | $1.03M | Hold |
99,997
| – | – | 0.53% | 39 |
|
|
2024
Q1 | $1.02M | Hold |
99,997
| – | – | 0.53% | 38 |
|
|
2023
Q4 | $1.02M | Hold |
99,997
| – | – | 0.64% | 33 |
|
|
2023
Q3 | $920K | Hold |
99,997
| – | – | 0.64% | 31 |
|
|
2023
Q2 | $1.02M | Sell |
99,997
-690
| -0.7% | -$7.05K | 0.68% | 29 |
|
|
2023
Q1 | $1.04M | Hold |
100,687
| – | – | 0.71% | 29 |
|
|
2022
Q4 | $1.09M | Hold |
100,687
| – | – | 0.8% | 24 |
|
|
2022
Q3 | $987K | Hold |
100,687
| – | – | 0.8% | 25 |
|
|
2022
Q2 | $1.19M | Hold |
100,687
| – | – | 0.98% | 23 |
|
|
2022
Q1 | $1.17M | Hold |
100,687
| – | – | 1% | 22 |
|
|
2021
Q4 | $1.45M | Buy |
+100,687
| New | +$1.45M | 1.17% | 19 |
|