Wealthcare Advisory Partners’s Putnam Managed Municipal Income PMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.9K | Buy |
+12,018
| New | +$71.9K | ﹤0.01% | 960 |
|
|
2023
Q1 | – | Sell |
-12,018
| Closed | -$75.5K | – | 727 |
|
|
2022
Q4 | $75.5K | Hold |
12,018
| – | – | ﹤0.01% | 683 |
|
|
2022
Q3 | $68K | Hold |
12,018
| – | – | ﹤0.01% | 594 |
|
|
2022
Q2 | $80K | Hold |
12,018
| – | – | ﹤0.01% | 555 |
|
|
2022
Q1 | $85K | Hold |
12,018
| – | – | 0.01% | 536 |
|
|
2021
Q4 | $105K | Hold |
12,018
| – | – | 0.01% | 566 |
|
|
2021
Q3 | $100K | Hold |
12,018
| – | – | 0.01% | 537 |
|
|
2021
Q2 | $105K | Sell |
12,018
-2,925
| -20% | -$25.6K | 0.01% | 543 |
|
|
2021
Q1 | $122K | Buy |
14,943
+2,925
| +24% | +$23.9K | 0.01% | 615 |
|
|
2020
Q4 | $97K | Hold |
12,018
| – | – | 0.01% | 424 |
|
|
2020
Q3 | $92K | Hold |
12,018
| – | – | 0.01% | 352 |
|
|
2020
Q2 | $88K | Hold |
12,018
| – | – | 0.01% | 311 |
|
|
2020
Q1 | $87K | Hold |
12,018
| – | – | 0.01% | 402 |
|
|
2019
Q4 | $96K | Hold |
12,018
| – | – | 0.01% | 411 |
|
|
2019
Q3 | $94K | Hold |
12,018
| – | – | 0.01% | 406 |
|
|
2019
Q2 | $92K | Hold |
12,018
| – | – | 0.01% | 396 |
|
|
2019
Q1 | $90K | Hold |
12,018
| – | – | 0.02% | 352 |
|
|
2018
Q4 | $81K | Hold |
12,018
| – | – | 0.02% | 343 |
|
|
2018
Q3 | $83K | Hold |
12,018
| – | – | 0.02% | 366 |
|
|
2018
Q2 | $85K | Hold |
12,018
| – | – | 0.02% | 366 |
|
|
2018
Q1 | $86K | Buy |
+12,018
| New | +$86K | 0.02% | 305 |
|