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SFS
PMM
Sowell Financial Services’s
Putnam Managed Municipal Income
PMM
Stock Holding History
Sowell Financial Services’s Portfolio
PMM Stock Details
PMM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-11,147
Closed
-$95K
–
2123
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%
+$12.4K
﹤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
+$74.2K
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
+$142K
0.05%
228
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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