Wealthcare Advisory Partners’s Putnam Municipal Opportunities Trust PMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $167K | Hold |
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|
2022
Q3 | $151K | Hold |
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|
2022
Q2 | $182K | Sell |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | $185K | Hold |
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|
2020
Q4 | $189K | Hold |
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|
2020
Q3 | $179K | Hold |
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|
2020
Q2 | $176K | Hold |
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|
2020
Q1 | $165K | Buy |
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|
2019
Q4 | $109K | Hold |
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|
2019
Q3 | $108K | Hold |
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|
2019
Q2 | $105K | Hold |
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|
2019
Q1 | $102K | Hold |
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|
2018
Q4 | $93K | Buy |
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|
2018
Q3 | $72K | Hold |
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|
2018
Q2 | $74K | Buy |
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