Pathstone Family Office’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
Q1 | – | Sell |
-45
| Closed | -$1K | – | 1150 |
|
|
2020
Q4 | $1K | Hold |
45
| – | – | ﹤0.01% | 1082 |
|
|
2020
Q3 | $1K | Sell |
45
-45
| -50% | -$1K | ﹤0.01% | 760 |
|
|
2020
Q2 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 641 |
|
|
2014
Q3 | – | Sell |
-2,646
| Closed | -$31K | – | 329 |
|
|
2014
Q2 | $31K | Buy |
2,646
+40
| +2% | +$469 | 0.09% | 43 |
|
|
2014
Q1 | $30K | Buy |
2,606
+42
| +2% | +$483 | 0.08% | 44 |
|
|
2013
Q4 | $28K | Sell |
2,564
-5,591
| -69% | -$61.1K | 0.06% | 82 |
|
|
2013
Q3 | $90K | Buy |
+8,155
| New | +$90K | 0.39% | 37 |
|