OWM
PMM

Orgel Wealth Management’s Putnam Managed Municipal Income PMM Stock Holding History

Orgel Wealth Management’s Portfolio PMM Stock Details PMM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-92,000
Closed -$704K – 24
2016
Q1 		$704K Hold
92,000
– – 0.44% 6
2015
Q4 		$677K Buy
+92,000
New +$677K 0.58% 8