Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $497K | Sell |
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|
2024
Q2 | $487K | Sell |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $601K | Sell |
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|
2023
Q2 | $711K | Sell |
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|
2023
Q1 | $892K | Buy |
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|
2022
Q4 | $695K | Buy |
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|
2022
Q3 | $627K | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $991K | Buy |
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|
2020
Q2 | $968K | Buy |
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|
2020
Q1 | $863K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $856K | Buy |
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|
2019
Q1 | $766K | Buy |
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|
2018
Q4 | $698K | Buy |
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|
2018
Q3 | $595K | Sell |
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|
2018
Q2 | $615K | Sell |
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|
2018
Q1 | $665K | Buy |
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|
2017
Q4 | $663K | Buy |
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|
2017
Q3 | $550K | Buy |
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|
2017
Q2 | $440K | Buy |
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|
2017
Q1 | $175K | Buy |
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|
2016
Q4 | $168K | Sell |
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|
2016
Q3 | $195K | Buy |
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|
2016
Q2 | $188K | Sell |
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|
2016
Q1 | $184K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $274K | Buy |
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