Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,400
| Closed | -$167K | – | 728 |
|
|
2022
Q4 | $167K | Hold |
15,400
| – | – | 0.01% | 669 |
|
|
2022
Q3 | $151K | Hold |
15,400
| – | – | 0.01% | 580 |
|
|
2022
Q2 | $182K | Sell |
15,400
-2,300
| -13% | -$27.2K | 0.01% | 538 |
|
|
2022
Q1 | $206K | Buy |
17,700
+900
| +5% | +$10.5K | 0.01% | 518 |
|
|
2021
Q4 | $242K | Hold |
16,800
| – | – | 0.01% | 495 |
|
|
2021
Q3 | $230K | Hold |
16,800
| – | – | 0.02% | 487 |
|
|
2021
Q2 | $238K | Buy |
16,800
+3,000
| +22% | +$42.5K | 0.02% | 476 |
|
|
2021
Q1 | $185K | Hold |
13,800
| – | – | 0.01% | 502 |
|
|
2020
Q4 | $189K | Hold |
13,800
| – | – | 0.02% | 401 |
|
|
2020
Q3 | $179K | Hold |
13,800
| – | – | 0.02% | 339 |
|
|
2020
Q2 | $176K | Hold |
13,800
| – | – | 0.02% | 301 |
|
|
2020
Q1 | $165K | Buy |
13,800
+5,500
| +66% | +$65.8K | 0.02% | 295 |
|
|
2019
Q4 | $109K | Hold |
8,300
| – | – | 0.01% | 385 |
|
|
2019
Q3 | $108K | Hold |
8,300
| – | – | 0.02% | 367 |
|
|
2019
Q2 | $105K | Hold |
8,300
| – | – | 0.02% | 370 |
|
|
2019
Q1 | $102K | Hold |
8,300
| – | – | 0.02% | 333 |
|
|
2018
Q4 | $93K | Buy |
8,300
+2,000
| +32% | +$22.4K | 0.02% | 319 |
|
|
2018
Q3 | $72K | Hold |
6,300
| – | – | 0.01% | 395 |
|
|
2018
Q2 | $74K | Buy |
+6,300
| New | +$74K | 0.01% | 382 |
|