Rothschild Investment LLC’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 | $17.9K | Sell |
3,000
-215,067
| -99% | -$1.29M | ﹤0.01% | 1042 |
|
|
2025
Q1 | $1.34M | Sell |
218,067
-29,000
| -12% | -$178K | 0.09% | 196 |
|
|
2024
Q4 | $1.47M | Sell |
247,067
-6,000
| -2% | -$35.8K | 0.1% | 182 |
|
|
2024
Q3 | $1.65M | Hold |
253,067
| – | – | 0.11% | 161 |
|
|
2024
Q2 | $1.57M | Hold |
253,067
| – | – | 0.11% | 164 |
|
|
2024
Q1 | $1.52M | Hold |
253,067
| – | – | 0.11% | 166 |
|
|
2023
Q4 | $1.54M | Buy |
+253,067
| New | +$1.54M | 0.13% | 138 |
|