Steward Partners Investment Advisory’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.7K | Sell |
12,485
-6,515
| -34% | -$39K | ﹤0.01% | 2273 |
|
|
2025
Q1 | $116K | Sell |
19,000
-3,600
| -16% | -$22.1K | ﹤0.01% | 1932 |
|
|
2024
Q4 | $135K | Buy |
22,600
+600
| +3% | +$3.58K | ﹤0.01% | 1824 |
|
|
2024
Q3 | $143K | Hold |
22,000
| – | – | ﹤0.01% | 1691 |
|
|
2024
Q2 | $136K | Buy |
22,000
+1,000
| +5% | +$6.2K | ﹤0.01% | 1635 |
|
|
2024
Q1 | $126K | Hold |
21,000
| – | – | ﹤0.01% | 1648 |
|
|
2023
Q4 | $128K | Buy |
21,000
+199
| +1% | +$1.21K | ﹤0.01% | 1576 |
|
|
2023
Q3 | $114K | Buy |
20,801
+734
| +4% | +$4.02K | ﹤0.01% | 1519 |
|
|
2023
Q2 | $122K | Buy |
20,067
+1,307
| +7% | +$7.96K | ﹤0.01% | 1489 |
|
|
2023
Q1 | $115K | Buy |
18,760
+4,492
| +31% | +$27.5K | ﹤0.01% | 1520 |
|
|
2022
Q4 | $89.6K | Sell |
14,268
-1,072
| -7% | -$6.73K | ﹤0.01% | 1595 |
|
|
2022
Q3 | $87K | Sell |
15,340
-8,619
| -36% | -$48.9K | ﹤0.01% | 1554 |
|
|
2022
Q2 | $159K | Buy |
23,959
+3,347
| +16% | +$22.2K | ﹤0.01% | 1298 |
|
|
2022
Q1 | $146K | Buy |
20,612
+44
| +0.2% | +$312 | ﹤0.01% | 1431 |
|
|
2021
Q4 | $180K | Buy |
20,568
+1,660
| +9% | +$14.5K | ﹤0.01% | 1354 |
|
|
2021
Q3 | $158K | Buy |
18,908
+1,105
| +6% | +$9.23K | ﹤0.01% | 1363 |
|
|
2021
Q2 | $156K | Buy |
17,803
+423
| +2% | +$3.71K | ﹤0.01% | 1733 |
|
|
2021
Q1 | $142K | Buy |
17,380
+24
| +0.1% | +$196 | ﹤0.01% | 1444 |
|
|
2020
Q4 | $140K | Sell |
17,356
-176
| -1% | -$1.42K | ﹤0.01% | 1221 |
|
|
2020
Q3 | $134K | Buy |
17,532
+7,858
| +81% | +$60.1K | ﹤0.01% | 1102 |
|
|
2020
Q2 | $71K | Buy |
9,674
+24
| +0.2% | +$176 | ﹤0.01% | 1275 |
|
|
2020
Q1 | $69K | Buy |
9,650
+20
| +0.2% | +$143 | ﹤0.01% | 1140 |
|
|
2019
Q4 | $76K | Buy |
9,630
+21
| +0.2% | +$166 | ﹤0.01% | 1230 |
|
|
2019
Q3 | $75K | Buy |
9,609
+1,941
| +25% | +$15.2K | ﹤0.01% | 1198 |
|
|
2019
Q2 | $58K | Buy |
+7,668
| New | +$58K | ﹤0.01% | 1285 |
|