Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
14,000
| – | – | 0.01% | 865 |
|
|
2025
Q1 | $143K | Hold |
14,000
| – | – | ﹤0.01% | 917 |
|
|
2024
Q4 | $142K | Hold |
14,000
| – | – | ﹤0.01% | 927 |
|
|
2024
Q3 | $153K | Hold |
14,000
| – | – | 0.01% | 799 |
|
|
2024
Q2 | $144K | Hold |
14,000
| – | – | 0.01% | 802 |
|
|
2024
Q1 | $142K | Hold |
14,000
| – | – | ﹤0.01% | 884 |
|
|
2023
Q4 | $143K | Buy |
+14,000
| New | +$143K | ﹤0.01% | 880 |
|
|
2023
Q3 | – | Sell |
-2,514
| Closed | -$25.7K | – | 2441 |
|
|
2023
Q2 | $25.7K | Hold |
2,514
| – | – | ﹤0.01% | 1486 |
|
|
2023
Q1 | $26K | Buy |
+2,514
| New | +$26K | ﹤0.01% | 1505 |
|
|
2022
Q3 | – | Sell |
-2,514
| Closed | -$30K | – | 2499 |
|
|
2022
Q2 | $30K | Sell |
2,514
-2,514
| -50% | -$30K | ﹤0.01% | 1505 |
|
|
2022
Q1 | $59K | Sell |
5,028
-160
| -3% | -$1.88K | ﹤0.01% | 1388 |
|
|
2021
Q4 | $75K | Hold |
5,188
| – | – | ﹤0.01% | 1536 |
|
|
2021
Q3 | $71K | Hold |
5,188
| – | – | ﹤0.01% | 1333 |
|
|
2021
Q2 | $73K | Hold |
5,188
| – | – | ﹤0.01% | 1329 |
|
|
2021
Q1 | $70K | Buy |
+5,188
| New | +$70K | ﹤0.01% | 1557 |
|