BW
MMD
Bison Wealth’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,218
| Closed | -$314K | – | 447 |
|
|
2024
Q2 | $314K | Hold |
19,218
| – | – | 0.05% | 323 |
|
|
2024
Q1 | $314K | Buy |
19,218
+326
| +2% | +$5.33K | 0.05% | 323 |
|
|
2023
Q4 | $307K | Sell |
18,892
-4,645
| -20% | -$75.5K | 0.05% | 310 |
|
|
2023
Q3 | $375K | Buy |
23,537
+11,834
| +101% | +$189K | 0.07% | 271 |
|
|
2023
Q2 | $200K | Buy |
+11,703
| New | +$200K | 0.04% | 360 |
|