Carson Wealth (CWM LLC)’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
2023 Q3	–	Sell	-377	Closed	-$6K	–	4382
2023 Q2	$6K	Buy	377 +5	+1%	+$80	﹤0.01%	3358
2023 Q1	$6K	Buy	372 +5	+1%	+$81	﹤0.01%	3215
2022 Q4	$6K	Buy	367 +249	+211%	+$4.07K	﹤0.01%	3086
2022 Q3	$2K	Buy	+118	New	+$2K	﹤0.01%	3488