Gilliland Jeter Wealth Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Hold
2025
Q2
$239K Sell
2025
Q1
$310K Hold
2024
Q4
$307K Sell
2024
Q3
$427K Hold
2024
Q2
$420K Sell
2024
Q1
$474K Sell
2023
Q4
$487K Buy