Spire Wealth Management’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$144K	Hold	14,000	–	–	﹤0.01%	877
2025 Q4	$150K	Hold	14,000	–	–	0.01%	878
2025 Q3	$145K	Hold	14,000	–	–	﹤0.01%	879
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	+$134K	﹤0.01%	880
2023 Q3	–	Sell	-2,514	Closed	-$25.7K	–	2442
2023 Q2	$25.7K	Hold	2,514	–	–	﹤0.01%	1486
2023 Q1	$26K	Buy	+2,514	New	+$28.9K	﹤0.01%	1505
2022 Q3	–	Sell	-2,514	Closed	-$30K	–	2500
2022 Q2	$30K	Sell	2,514 -2,514	-50%	-$27.8K	﹤0.01%	1505
2022 Q1	$59K	Sell	5,028 -160	-3%	-$2K	﹤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	+$70.4K	﹤0.01%	1557