SW
PMO
SVB Wealth’s Putnam Municipal Opportunities Trust PMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,900
| Closed | -$178K | – | 758 |
|
|
2020
Q2 | $178K | Sell |
13,900
-7,100
| -34% | -$90.9K | ﹤0.01% | 555 |
|
|
2020
Q1 | $251K | Sell |
21,000
-7,500
| -26% | -$89.6K | 0.01% | 419 |
|
|
2019
Q4 | $375K | Hold |
28,500
| – | – | 0.01% | 468 |
|
|
2019
Q3 | $372K | Sell |
28,500
-400
| -1% | -$5.22K | 0.01% | 410 |
|
|
2019
Q2 | $366K | Buy |
+28,900
| New | +$366K | 0.01% | 418 |
|