Private Wealth Advisors (California)’s Putnam Municipal Opportunities Trust PMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $115K | Sell |
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|
2025
Q2 | $116K | Hold |
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|
2025
Q1 | $120K | Hold |
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|
2024
Q4 | $119K | Hold |
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|
2024
Q3 | $129K | Hold |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $120K | Hold |
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|
2023
Q4 | $120K | Hold |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $122K | Hold |
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|
2022
Q4 | $128K | Hold |
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|
2022
Q3 | $115K | Hold |
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|
2022
Q2 | $149K | Hold |
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|
2022
Q1 | $137K | Hold |
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|
2021
Q4 | $170K | Hold |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $166K | Hold |
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|
2021
Q1 | $158K | Hold |
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|
2020
Q4 | $160K | Buy |
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|
2020
Q3 | $152K | Buy |
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|
2020
Q2 | $148K | Buy |
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|
2020
Q1 | $136K | Sell |
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|
2019
Q4 | $205K | Sell |
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|
2019
Q3 | $212K | Buy |
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|
2019
Q2 | $184K | Hold |
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|
2019
Q1 | $184K | Buy |
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|
2018
Q4 | $165K | Buy |
|