RFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,165
| Closed | -$103K | – | 677 |
|
|
2023
Q3 | $103K | Hold |
11,165
| – | – | ﹤0.01% | 608 |
|
|
2023
Q2 | $114K | Hold |
11,165
| – | – | 0.01% | 616 |
|
|
2023
Q1 | $116K | Hold |
11,165
| – | – | 0.01% | 611 |
|
|
2022
Q4 | $131K | Hold |
11,165
| – | – | 0.01% | 592 |
|
|
2022
Q3 | $113K | Hold |
11,165
| – | – | 0.01% | 597 |
|
|
2022
Q2 | $138K | Hold |
11,165
| – | – | 0.01% | 547 |
|
|
2022
Q1 | $130K | Hold |
11,165
| – | – | 0.01% | 497 |
|
|
2021
Q4 | $161K | Buy |
+11,165
| New | +$161K | 0.01% | 464 |
|