Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-11,377
| Closed | -$231K | – | 249 |
|
|
2016
Q3 | $231K | Sell |
11,377
-41,870
| -79% | -$850K | 0.2% | 136 |
|
|
2016
Q2 | $1.11M | Buy |
+53,247
| New | +$1.11M | 0.94% | 35 |
|
|
2015
Q3 | – | Sell |
-34,542
| Closed | -$596K | – | 238 |
|
|
2015
Q2 | $596K | Buy |
34,542
+9,966
| +41% | +$172K | 0.4% | 89 |
|
|
2015
Q1 | $457K | Buy |
+24,576
| New | +$457K | 0.29% | 117 |
|