CWP
MMD

Cyndeo Wealth Partners’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Cyndeo Wealth Partners’s Portfolio MMD Stock Details MMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$179K Sell
12,127
-6,913
-36% -$102K 0.01% 453
2025
Q1 		$287K Buy
19,040
+191
+1% +$2.88K 0.02% 370
2024
Q4 		$281K Buy
18,849
+2,081
+12% +$31.1K 0.02% 372
2024
Q3 		$283K Buy
+16,768
New +$283K 0.02% 378