UMB Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,272
| Closed | -$13.9K | – | 2158 |
|
|
2024
Q3 | $13.9K | Hold |
1,272
| – | – | ﹤0.01% | 1364 |
|
|
2024
Q2 | $13.1K | Sell |
1,272
-762
| -37% | -$7.82K | ﹤0.01% | 1211 |
|
|
2024
Q1 | $20.7K | Sell |
2,034
-665
| -25% | -$6.76K | ﹤0.01% | 1068 |
|
|
2023
Q4 | $27.6K | Buy |
+2,699
| New | +$27.6K | ﹤0.01% | 971 |
|
|
2022
Q4 | – | Sell |
-1,709
| Closed | -$17K | – | 1809 |
|
|
2022
Q3 | $17K | Hold |
1,709
| – | – | ﹤0.01% | 1159 |
|
|
2022
Q2 | $20K | Hold |
1,709
| – | – | ﹤0.01% | 1185 |
|
|
2022
Q1 | $20K | Buy |
1,709
+1,181
| +224% | +$13.8K | ﹤0.01% | 1261 |
|
|
2021
Q4 | $8K | Buy |
+528
| New | +$8K | ﹤0.01% | 1517 |
|