Steward Partners Investment Advisory’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $75.6K | Buy |
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|
2025
Q2 | $74.7K | Sell |
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|
2025
Q1 | $116K | Sell |
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|
2024
Q4 | $135K | Buy |
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|
2024
Q3 | $143K | Hold |
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|
2024
Q2 | $136K | Buy |
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|
2024
Q1 | $126K | Hold |
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|
2023
Q4 | $128K | Buy |
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|
2023
Q3 | $114K | Buy |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $115K | Buy |
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|
2022
Q4 | $89.6K | Sell |
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|
2022
Q3 | $87K | Sell |
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|
2022
Q2 | $159K | Buy |
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|
2022
Q1 | $146K | Buy |
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|
2021
Q4 | $180K | Buy |
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|
2021
Q3 | $158K | Buy |
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|
2021
Q2 | $156K | Buy |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $140K | Sell |
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|
2020
Q3 | $134K | Buy |
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|
2020
Q2 | $71K | Buy |
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|
2020
Q1 | $69K | Buy |
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|
2019
Q4 | $76K | Buy |
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|
2019
Q3 | $75K | Buy |
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|
2019
Q2 | $58K | Buy |
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