Private Wealth Advisors (California)’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 | $116K | Hold |
11,774
| – | – | 0.04% | 82 |
|
|
2025
Q1 | $120K | Hold |
11,774
| – | – | 0.04% | 81 |
|
|
2024
Q4 | $119K | Hold |
11,774
| – | – | 0.05% | 81 |
|
|
2024
Q3 | $129K | Hold |
11,774
| – | – | 0.05% | 76 |
|
|
2024
Q2 | $120K | Hold |
11,774
| – | – | 0.05% | 75 |
|
|
2024
Q1 | $120K | Hold |
11,774
| – | – | 0.05% | 74 |
|
|
2023
Q4 | $120K | Hold |
11,774
| – | – | 0.05% | 68 |
|
|
2023
Q3 | $108K | Hold |
11,774
| – | – | 0.05% | 71 |
|
|
2023
Q2 | $120K | Hold |
11,774
| – | – | 0.05% | 72 |
|
|
2023
Q1 | $122K | Hold |
11,774
| – | – | 0.05% | 73 |
|
|
2022
Q4 | $128K | Hold |
11,774
| – | – | 0.04% | 70 |
|
|
2022
Q3 | $115K | Hold |
11,774
| – | – | 0.05% | 65 |
|
|
2022
Q2 | $149K | Hold |
11,774
| – | – | 0.06% | 69 |
|
|
2022
Q1 | $137K | Hold |
11,774
| – | – | 0.04% | 75 |
|
|
2021
Q4 | $170K | Hold |
11,774
| – | – | 0.04% | 75 |
|
|
2021
Q3 | $167K | Hold |
11,774
| – | – | 0.04% | 89 |
|
|
2021
Q2 | $166K | Hold |
11,774
| – | – | 0.05% | 88 |
|
|
2021
Q1 | $158K | Hold |
11,774
| – | – | 0.05% | 81 |
|
|
2020
Q4 | $160K | Buy |
11,774
+47
| +0.4% | +$639 | 0.06% | 74 |
|
|
2020
Q3 | $152K | Buy |
11,727
+141
| +1% | +$1.83K | 0.08% | 58 |
|
|
2020
Q2 | $148K | Buy |
11,586
+152
| +1% | +$1.94K | 0.1% | 50 |
|
|
2020
Q1 | $136K | Sell |
11,434
-4,131
| -27% | -$49.1K | 0.11% | 48 |
|
|
2019
Q4 | $205K | Sell |
15,565
-677
| -4% | -$8.92K | 0.12% | 73 |
|
|
2019
Q3 | $212K | Buy |
16,242
+1,243
| +8% | +$16.2K | 0.14% | 57 |
|
|
2019
Q2 | $184K | Hold |
14,999
| – | – | 0.13% | 58 |
|
|
2019
Q1 | $184K | Buy |
14,999
+297
| +2% | +$3.64K | 0.13% | 58 |
|
|
2018
Q4 | $165K | Buy |
+14,702
| New | +$165K | 0.13% | 55 |
|