Powell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-58,496
| Closed | -$685K | – | 148 |
|
|
2022
Q1 | $685K | Sell |
58,496
-2,364
| -4% | -$27.7K | 0.4% | 37 |
|
|
2021
Q4 | $880K | Buy |
60,860
+602
| +1% | +$8.71K | 0.5% | 28 |
|
|
2021
Q3 | $829K | Buy |
60,258
+565
| +0.9% | +$7.77K | 0.51% | 29 |
|
|
2021
Q2 | $847K | Buy |
59,693
+588
| +1% | +$8.34K | 0.52% | 27 |
|
|
2021
Q1 | $795K | Buy |
59,105
+965
| +2% | +$13K | 0.52% | 26 |
|
|
2020
Q4 | $801K | Buy |
58,140
+600
| +1% | +$8.27K | 0.61% | 22 |
|
|
2020
Q3 | $749K | Buy |
57,540
+588
| +1% | +$7.65K | 0.64% | 24 |
|
|
2020
Q2 | $731K | Buy |
56,952
+641
| +1% | +$8.23K | 0.71% | 22 |
|
|
2020
Q1 | $675K | Buy |
56,311
+568
| +1% | +$6.81K | 0.82% | 19 |
|
|
2019
Q4 | $736K | Buy |
+55,743
| New | +$736K | 0.77% | 23 |
|