MELFA WEALTH MANAGEMENT, INC. PMO Holdings History
MELFA WEALTH MANAGEMENT, INC.'s Putnam Municipal Opportunities Trust Holding Summary
As of 2025-06-30, MELFA WEALTH MANAGEMENT, INC. held 480,444.00 shares of Putnam Municipal Opportunities Trust(PMO), totaling $4.75 Mil. This investment constitutes 3% of their stock portfolio, and MELFA WEALTH MANAGEMENT, INC. now holds 1.71% of the outstanding Putnam Municipal Opportunities Trust(PMO) stock.
The initial trade took place in 2022Q4. And since then MELFA WEALTH MANAGEMENT, INC. has made 3 purchases of PMO, at an average price of $10.60, for a total of 486,888.00 shares. In addition, there have been 6 sales at an average price of $10.16 for 6,444.00 shares. Based on historical transaction data and PMO's current price of $9.75, MELFA WEALTH MANAGEMENT, INC.'s estimated gain on his PMO holdings is $-409,676.44, reflecting a -7.94% gain to date.
MELFA WEALTH MANAGEMENT, INC. PMO ($9.75) Holding Chart
MELFA WEALTH MANAGEMENT, INC. PMO ($9.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
