Proficio Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-450
| Closed | -$6K | – | 1327 |
|
|
2017
Q4 | $6K | Sell |
450
-270
| -38% | -$3.6K | ﹤0.01% | 940 |
|
|
2017
Q3 | $9K | Hold |
720
| – | – | ﹤0.01% | 827 |
|
|
2017
Q2 | $9K | Sell |
720
-1,172
| -62% | -$14.7K | ﹤0.01% | 830 |
|
|
2017
Q1 | $23K | Sell |
1,892
-150
| -7% | -$1.82K | 0.01% | 574 |
|
|
2016
Q4 | $24K | Hold |
2,042
| – | – | 0.01% | 403 |
|
|
2016
Q3 | $27K | Buy |
2,042
+792
| +63% | +$10.5K | 0.02% | 376 |
|
|
2016
Q2 | $17K | Buy |
1,250
+450
| +56% | +$6.12K | 0.01% | 461 |
|
|
2016
Q1 | $10K | Buy |
+800
| New | +$10K | 0.01% | 411 |
|