Brandywine Oak Private Wealth’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
20,000
| – | – | 0.03% | 190 |
|
|
2025
Q1 | $302K | Hold |
20,000
| – | – | 0.03% | 185 |
|
|
2024
Q4 | $299K | Hold |
20,000
| – | – | 0.03% | 188 |
|
|
2024
Q3 | $337K | Hold |
20,000
| – | – | 0.03% | 184 |
|
|
2024
Q2 | $332K | Buy |
20,000
+6,000
| +43% | +$99.5K | 0.03% | 181 |
|
|
2024
Q1 | $229K | Sell |
14,000
-400
| -3% | -$6.54K | 0.02% | 218 |
|
|
2023
Q4 | $234K | Hold |
14,400
| – | – | 0.03% | 210 |
|
|
2023
Q3 | $229K | Hold |
14,400
| – | – | 0.03% | 211 |
|
|
2023
Q2 | $246K | Buy |
14,400
+1,500
| +12% | +$25.6K | 0.03% | 220 |
|
|
2023
Q1 | $224K | Sell |
12,900
-3,750
| -23% | -$65.2K | 0.03% | 228 |
|
|
2022
Q4 | $267K | Sell |
16,650
-500
| -3% | -$8.03K | 0.03% | 212 |
|
|
2022
Q3 | $267K | Sell |
17,150
-16,300
| -49% | -$254K | 0.04% | 218 |
|
|
2022
Q2 | $606K | Sell |
33,450
-41,800
| -56% | -$757K | 0.08% | 150 |
|
|
2022
Q1 | $1.41M | Sell |
75,250
-20,893
| -22% | -$391K | 0.16% | 95 |
|
|
2021
Q4 | $2.09M | Buy |
96,143
+5,022
| +6% | +$109K | 0.23% | 75 |
|
|
2021
Q3 | $2M | Buy |
91,121
+10,536
| +13% | +$231K | 0.23% | 74 |
|
|
2021
Q2 | $1.8M | Buy |
+80,585
| New | +$1.8M | 0.21% | 75 |
|