Sheaff Brock Investment Advisors’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $430K | Hold |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $447K | Hold |
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|
2024
Q2 | $426K | Hold |
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|
2024
Q1 | $411K | Hold |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $377K | Buy |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $595K | Sell |
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|
2022
Q1 | $685K | Sell |
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|
2021
Q4 | $932K | Sell |
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|
2021
Q3 | $888K | Buy |
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|
2021
Q2 | $932K | Sell |
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|
2021
Q1 | $873K | Buy |
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|
2020
Q4 | $864K | Buy |
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|
2020
Q3 | $819K | Buy |
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|
2020
Q2 | $783K | Sell |
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|
2020
Q1 | $782K | Buy |
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|
2019
Q4 | $840K | Buy |
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|
2019
Q3 | $823K | Hold |
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|
2019
Q2 | $802K | Hold |
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|
2019
Q1 | $787K | Buy |
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|
2018
Q4 | $703K | Buy |
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|
2018
Q3 | $695K | Sell |
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|
2018
Q2 | $715K | Buy |
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|
2018
Q1 | $666K | Buy |
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|
2017
Q4 | $617K | Sell |
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|
2017
Q3 | $651K | Buy |
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|
2017
Q2 | $586K | Buy |
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|
2017
Q1 | $442K | Buy |
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|
2016
Q4 | $415K | Buy |
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|
2016
Q3 | $189K | Sell |
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|
2016
Q2 | $269K | Sell |
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|
2016
Q1 | $260K | Sell |
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|
2015
Q4 | $2.51M | Buy |
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