Pathstone Holdings’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	$5.24M	Sell	529,718 -111,598	-17%	-$1.1M	0.02%	532
2025 Q1	$6.62M	Buy	641,316 +66,149	+12%	+$683K	0.03%	460
2024 Q4	$5.83M	Buy	575,167 +217,543	+61%	+$2.2M	0.03%	494
2024 Q3	$3.9M	Buy	+357,624	New	+$3.9M	0.02%	650