Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,399
| Closed | -$24K | – | 3433 |
|
|
2022
Q3 | $24K | Sell |
2,399
-500
| -17% | -$5K | ﹤0.01% | 2145 |
|
|
2022
Q2 | $34K | Sell |
2,899
-895
| -24% | -$10.5K | ﹤0.01% | 1983 |
|
|
2022
Q1 | $44K | Buy |
3,794
+932
| +33% | +$10.8K | ﹤0.01% | 1980 |
|
|
2021
Q4 | $41K | Buy |
2,862
+716
| +33% | +$10.3K | ﹤0.01% | 2007 |
|
|
2021
Q3 | $29K | Buy |
2,146
+445
| +26% | +$6.01K | ﹤0.01% | 2159 |
|
|
2021
Q2 | $24K | Sell |
1,701
-1,796
| -51% | -$25.3K | ﹤0.01% | 4866 |
|
|
2021
Q1 | $46.9K | Buy |
3,497
+1,942
| +125% | +$26K | ﹤0.01% | 2018 |
|
|
2020
Q4 | $21K | Buy |
1,555
+9
| +0.6% | +$122 | ﹤0.01% | 2044 |
|
|
2020
Q3 | $20K | Buy |
1,546
+59
| +4% | +$763 | ﹤0.01% | 1896 |
|
|
2020
Q2 | $19K | Buy |
1,487
+10
| +0.7% | +$128 | ﹤0.01% | 1795 |
|
|
2020
Q1 | $17K | Buy |
1,477
+8
| +0.5% | +$92 | ﹤0.01% | 1672 |
|
|
2019
Q4 | $19K | Buy |
1,469
+8
| +0.5% | +$103 | ﹤0.01% | 1793 |
|
|
2019
Q3 | $19K | Buy |
1,461
+786
| +116% | +$10.2K | ﹤0.01% | 1747 |
|
|
2019
Q2 | $8K | Buy |
+675
| New | +$8K | ﹤0.01% | 2080 |
|