Sonora Investment Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,000
| Closed | -$102K | – | 299 |
|
|
2024
Q2 | $102K | Hold |
10,000
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $102K | Hold |
10,000
| – | – | 0.01% | 275 |
|
|
2023
Q4 | $102K | Hold |
10,000
| – | – | 0.01% | 265 |
|
|
2023
Q3 | $92K | Hold |
10,000
| – | – | 0.01% | 251 |
|
|
2023
Q2 | $102K | Hold |
10,000
| – | – | 0.01% | 259 |
|
|
2023
Q1 | $104K | Hold |
10,000
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $109K | Hold |
10,000
| – | – | 0.01% | 260 |
|
|
2022
Q3 | $118K | Hold |
10,000
| – | – | 0.02% | 198 |
|
|
2022
Q2 | $118K | Hold |
10,000
| – | – | 0.01% | 232 |
|
|
2022
Q1 | $117K | Hold |
10,000
| – | – | 0.01% | 218 |
|
|
2021
Q4 | $144K | Buy |
+10,000
| New | +$144K | 0.02% | 207 |
|