Successful Portfolios’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
2025 Q2	$123K	Hold	12,428	–	–	0.08%	165
2025 Q1	$127K	Hold	12,428	–	–	0.09%	152
2024 Q4	$126K	Hold	12,428	–	–	0.08%	155
2024 Q3	$135K	Hold	12,428	–	–	0.09%	158
2024 Q2	$128K	Hold	12,428	–	–	0.09%	153
2024 Q1	$126K	Hold	12,428	–	–	0.09%	166
2023 Q4	$127K	Hold	12,428	–	–	0.1%	164
2023 Q3	$114K	Hold	12,428	–	–	0.1%	141
2023 Q2	$127K	Hold	12,428	–	–	0.11%	151
2023 Q1	$129K	Sell	12,428 -2,000	-14%	-$20.7K	0.08%	184
2022 Q4	$157K	Hold	14,428	–	–	0.1%	180
2022 Q3	$141K	Hold	14,428	–	–	0.1%	168
2022 Q2	$170K	Hold	14,428	–	–	0.11%	175
2022 Q1	$168K	Hold	14,428	–	–	0.1%	197
2021 Q4	$208K	Hold	14,428	–	–	0.11%	199
2021 Q3	$198K	Hold	14,428	–	–	0.12%	197
2021 Q2	$204K	Hold	14,428	–	–	0.12%	195
2021 Q1	$193K	Hold	14,428	–	–	0.13%	188
2020 Q4	$198K	Sell	14,428 -50	-0.3%	-$686	0.14%	171
2020 Q3	$188K	Hold	14,478	–	–	0.15%	162
2020 Q2	$185K	Hold	14,478	–	–	0.16%	150
2020 Q1	$173K	Hold	14,478	–	–	0.18%	137
2019 Q4	$190K	Hold	14,478	–	–	0.17%	153
2019 Q3	$189K	Hold	14,478	–	–	0.18%	146
2019 Q2	$183K	Hold	14,478	–	–	0.2%	130
2019 Q1	$178K	Hold	14,478	–	–	0.19%	133
2018 Q4	$163K	Hold	14,478	–	–	0.21%	122
2018 Q3	$165K	Hold	14,478	–	–	0.18%	138
2018 Q2	$169K	Hold	14,478	–	–	0.2%	130
2018 Q1	$169K	Hold	14,478	–	–	0.21%	124
2017 Q4	$179K	Buy	+14,478	New	+$179K	0.22%	127