Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,147
| Closed | -$95K | – | 2124 |
|
|
2021
Q1 | $95K | Hold |
11,147
| – | – | ﹤0.01% | 1389 |
|
|
2020
Q4 | $90K | Hold |
11,147
| – | – | ﹤0.01% | 1192 |
|
|
2020
Q3 | $85K | Hold |
11,147
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q2 | $82K | Buy |
11,147
+1,747
| +19% | +$12.9K | ﹤0.01% | 1021 |
|
|
2020
Q1 | $68K | Hold |
9,400
| – | – | 0.01% | 951 |
|
|
2019
Q4 | $75K | Hold |
9,400
| – | – | 0.01% | 994 |
|
|
2019
Q3 | $74K | Buy |
+9,400
| New | +$74K | 0.01% | 904 |
|
|
2018
Q4 | – | Sell |
-19,400
| Closed | -$134K | – | 518 |
|
|
2018
Q3 | $134K | Hold |
19,400
| – | – | 0.02% | 349 |
|
|
2018
Q2 | $140K | Hold |
19,400
| – | – | 0.03% | 278 |
|
|
2018
Q1 | $137K | Hold |
19,400
| – | – | 0.03% | 260 |
|
|
2017
Q4 | $142K | Hold |
19,400
| – | – | 0.03% | 250 |
|
|
2017
Q3 | $145K | Hold |
19,400
| – | – | 0.04% | 246 |
|
|
2017
Q2 | $147K | Hold |
19,400
| – | – | 0.04% | 245 |
|
|
2017
Q1 | $145K | Hold |
19,400
| – | – | 0.04% | 245 |
|
|
2016
Q4 | $143K | Buy |
+19,400
| New | +$143K | 0.05% | 228 |
|