Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 34,373.47 | reported | 11 Jul 2023 | tx 4+34,373.47 |
| PUTNAM MANAGED MUNICIPAL INCOME TRUST | 33,424.33 | reported | 10 Jul 2023 | tx 3+33,424.33 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Jul 2023 | PURCHASE | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 212.99 | 10.32 USD | |
| 10 Jul 2023 | PURCHASE | PUTNAM MANAGED MUNICIPAL INCOME TRUST | 7,991.69 | 6.07 USD | |
| 10 Jul 2023 | PURCHASE | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 12,702.38 | 10.29 USD | |
| 07 Jul 2023 | PURCHASE | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 14,014.96 | 10.14 USD | |
| 07 Jul 2023 | PURCHASE | PUTNAM MANAGED MUNICIPAL INCOME TRUST | 16,703.75 | 5.98 USD | |
| 06 Jul 2023 | PURCHASE | PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 7,443.14 | 10.08 USD | |
| 06 Jul 2023 | PURCHASE | PUTNAM MANAGED MUNICIPAL INCOME TRUST | 8,728.89 | 5.91 USD |