SWM
PMM

Spire Wealth Management’s Putnam Managed Municipal Income PMM Stock Holding History

Spire Wealth Management’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
2026
Q1 		$76.7K Hold
12,464
– – ﹤0.01% 1051
2025
Q4 		$78.1K Hold
12,464
– – ﹤0.01% 1059
2025
Q3 		$75.3K Hold
12,464
– – ﹤0.01% 1102
2025
Q2 		$74.5K Hold
12,464
– – ﹤0.01% 1082
2025
Q1 		$76.4K Hold
12,464
– – ﹤0.01% 1143
2024
Q4 		$74.4K Sell
12,464
-5,000
-29% -$31.4K ﹤0.01% 1145
2024
Q3 		$114K Hold
17,464
– – ﹤0.01% 876
2024
Q2 		$108K Hold
17,464
– – ﹤0.01% 875
2024
Q1 		$105K Hold
17,464
– – ﹤0.01% 981
2023
Q4 		$107K Buy
+17,464
New +$97.9K ﹤0.01% 981

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GC
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AAM
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RCM
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