Regal Investment Advisors’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $81.4K | Hold |
13,606
| – | – | 0.01% | 471 |
|
2025
Q1 | $83.4K | Hold |
13,606
| – | – | 0.01% | 449 |
|
2024
Q4 | $81.2K | Hold |
13,606
| – | – | 0.01% | 458 |
|
2024
Q3 | $88.6K | Hold |
13,606
| – | – | 0.01% | 490 |
|
2024
Q2 | $84.4K | Hold |
13,606
| – | – | 0.01% | 559 |
|
2024
Q1 | $81.5K | Hold |
13,606
| – | – | 0.01% | 566 |
|
2023
Q4 | $82.7K | Hold |
13,606
| – | – | 0.01% | 525 |
|
2023
Q3 | $74.4K | Hold |
13,606
| – | – | 0.01% | 481 |
|
2023
Q2 | $82.9K | Buy |
+13,606
| New | +$82.9K | 0.01% | 495 |
|