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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $145K | Hold |
|
|||||
|
2025
Q2 | $138K | Hold |
|
|||||
|
2025
Q1 | $143K | Hold |
|
|||||
|
2024
Q4 | $142K | Hold |
|
|||||
|
2024
Q3 | $153K | Hold |
|
|||||
|
2024
Q2 | $144K | Hold |
|
|||||
|
2024
Q1 | $142K | Hold |
|
|||||
|
2023
Q4 | $143K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $25.7K | Hold |
|
|||||
|
2023
Q1 | $26K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $30K | Sell |
|
|||||
|
2022
Q1 | $59K | Sell |
|
|||||
|
2021
Q4 | $75K | Hold |
|
|||||
|
2021
Q3 | $71K | Hold |
|
|||||
|
2021
Q2 | $73K | Hold |
|
|||||
|
2021
Q1 | $70K | Buy |
|