STA
PMO

Summit Trail Advisors’s Putnam Municipal Opportunities Trust PMO Stock Holding History

Summit Trail Advisors’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,420
Closed -$106K – 657
2024
Q1 		$106K Sell
10,420
-2,023
-16% -$20.6K ﹤0.01% 583
2023
Q4 		$128K Buy
+12,443
New +$128K ﹤0.01% 526
2022
Q4 		– Sell
-10,796
Closed -$106K – 424
2022
Q3 		$106K Buy
+10,796
New +$106K 0.01% 356