Brandywine Oak Private Wealth’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$303K Hold
2025
Q2
$296K Hold
2025
Q1
$302K Hold
2024
Q4
$299K Hold
2024
Q3
$337K Hold
2024
Q2
$332K Buy
2024
Q1
$229K Sell
2023
Q4
$234K Hold
2023
Q3
$229K Hold
2023
Q2
$246K Buy
2023
Q1
$224K Sell
2022
Q4
$267K Sell
2022
Q3
$267K Sell
2022
Q2
$606K Sell
2022
Q1
$1.41M Sell
2021
Q4
$2.09M Buy
2021
Q3
$2M Buy
2021
Q2
$1.8M Buy