TA
PMO
Tectonic Advisors’s Putnam Municipal Opportunities Trust PMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
36,290
+415
| +1% | +$4.1K | 0.02% | 292 |
|
|
2025
Q1 | $366K | Buy |
35,875
+478
| +1% | +$4.87K | 0.02% | 281 |
|
|
2024
Q4 | $359K | Buy |
35,397
+343
| +1% | +$3.48K | 0.02% | 287 |
|
|
2024
Q3 | $382K | Buy |
35,054
+352
| +1% | +$3.84K | 0.03% | 270 |
|
|
2024
Q2 | $356K | Buy |
34,702
+364
| +1% | +$3.74K | 0.03% | 272 |
|
|
2024
Q1 | $349K | Buy |
34,338
+347
| +1% | +$3.53K | 0.03% | 259 |
|
|
2023
Q4 | $348K | Buy |
33,991
+377
| +1% | +$3.86K | 0.03% | 240 |
|
|
2023
Q3 | $309K | Sell |
33,614
-4,603
| -12% | -$42.3K | 0.03% | 234 |
|
|
2023
Q2 | $390K | Buy |
38,217
+458
| +1% | +$4.68K | 0.05% | 207 |
|
|
2023
Q1 | $391K | Hold |
37,759
| – | – | 0.05% | 212 |
|
|
2022
Q4 | $410K | Hold |
37,759
| – | – | 0.06% | 182 |
|
|
2022
Q3 | $370K | Hold |
37,759
| – | – | 0.07% | 151 |
|
|
2022
Q2 | $445K | Buy |
37,759
+15,000
| +66% | +$177K | 0.08% | 136 |
|
|
2022
Q1 | $265K | Buy |
+22,759
| New | +$265K | 0.05% | 176 |
|