Peachtree Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-26,674
| Closed | -$319K | – | 101 |
|
|
2015
Q3 | $319K | Sell |
26,674
-2,150
| -7% | -$25.7K | 0.33% | 80 |
|
|
2015
Q2 | $335K | Sell |
28,824
-85,743
| -75% | -$997K | 0.25% | 102 |
|
|
2015
Q1 | $1.41M | Sell |
114,567
-4,750
| -4% | -$58.3K | 1.01% | 24 |
|
|
2014
Q4 | $1.43M | Sell |
119,317
-18,504
| -13% | -$222K | 0.96% | 21 |
|
|
2014
Q3 | $1.61M | Sell |
137,821
-42,683
| -24% | -$500K | 1.08% | 21 |
|
|
2014
Q2 | $2.12M | Buy |
180,504
+1,695
| +0.9% | +$19.9K | 1.42% | 17 |
|
|
2014
Q1 | $2.03M | Buy |
178,809
+1,118
| +0.6% | +$12.7K | 1.38% | 18 |
|
|
2013
Q4 | $1.91M | Buy |
+177,691
| New | +$1.91M | 1.3% | 21 |
|