GJWM
MMD
Gilliland Jeter Wealth Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
16,177
-4,375
| -21% | -$64.7K | 0.08% | 161 |
|
|
2025
Q1 | $310K | Hold |
20,552
| – | – | 0.11% | 138 |
|
|
2024
Q4 | $307K | Sell |
20,552
-4,770
| -19% | -$71.2K | 0.1% | 138 |
|
|
2024
Q3 | $427K | Hold |
25,322
| – | – | 0.14% | 117 |
|
|
2024
Q2 | $420K | Sell |
25,322
-3,688
| -13% | -$61.1K | 0.14% | 116 |
|
|
2024
Q1 | $474K | Sell |
29,010
-972
| -3% | -$15.9K | 0.17% | 114 |
|
|
2023
Q4 | $487K | Buy |
+29,982
| New | +$487K | 0.2% | 106 |
|