Rothschild Investment LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6K | Sell |
2,389
-160,999
| -99% | -$1.59M | ﹤0.01% | 980 |
|
|
2025
Q1 | $1.66M | Sell |
163,388
-23,533
| -13% | -$240K | 0.11% | 167 |
|
|
2024
Q4 | $1.89M | Sell |
186,921
-6,000
| -3% | -$60.8K | 0.12% | 151 |
|
|
2024
Q3 | $2.1M | Sell |
192,921
-2,000
| -1% | -$21.8K | 0.14% | 141 |
|
|
2024
Q2 | $2M | Hold |
194,921
| – | – | 0.14% | 135 |
|
|
2024
Q1 | $1.98M | Hold |
194,921
| – | – | 0.14% | 132 |
|
|
2023
Q4 | $1.99M | Buy |
+194,921
| New | +$1.99M | 0.17% | 117 |
|