United Capital Financial Advisors’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $61.6K | Sell |
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|
2023
Q4 | $78.4K | Sell |
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|
2023
Q3 | $81.2K | Sell |
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|
2023
Q2 | $101K | Sell |
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|
2023
Q1 | $110K | Hold |
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|
2022
Q4 | $113K | Sell |
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|
2022
Q3 | $175K | Sell |
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|
2022
Q2 | $249K | Sell |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $479K | Sell |
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|
2020
Q4 | $475K | Sell |
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|
2020
Q3 | $483K | Hold |
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|
2020
Q2 | $462K | Sell |
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|
2020
Q1 | $497K | Sell |
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|
2019
Q4 | $703K | Sell |
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|
2019
Q3 | $725K | Sell |
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|
2019
Q2 | $2.21M | Buy |
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|
2019
Q1 | $1.78M | Buy |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $1.3M | Sell |
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|
2018
Q1 | $1.77M | Buy |
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|
2017
Q4 | $1.48M | Buy |
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|
2017
Q3 | $1.33M | Buy |
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|
2017
Q2 | $1.19M | Sell |
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|
2017
Q1 | $1.27M | Sell |
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|
2016
Q4 | $1.3M | Sell |
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|
2016
Q3 | $1.56M | Buy |
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|
2016
Q2 | $1.33M | Buy |
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|
2016
Q1 | $944K | Buy |
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|
2015
Q4 | $739K | Buy |
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|
2015
Q3 | $573K | Buy |
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|
2015
Q2 | $467K | Buy |
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|
2015
Q1 | $407K | Buy |
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|
2014
Q4 | $223K | Buy |
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|
2014
Q3 | $217K | Buy |
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