Golden State Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $396K | Buy |
21,102
+275
| +1% | +$5.16K | 0.08% | 205 |
|
|
2021
Q4 | $454K | Buy |
20,827
+247
| +1% | +$5.38K | 0.08% | 229 |
|
|
2021
Q3 | $451K | Sell |
20,580
-1,169
| -5% | -$25.6K | 0.1% | 178 |
|
|
2021
Q2 | $486K | Buy |
21,749
+242
| +1% | +$5.41K | 0.11% | 165 |
|
|
2021
Q1 | $477K | Buy |
21,507
+244
| +1% | +$5.41K | 0.16% | 102 |
|
|
2020
Q4 | $463K | Buy |
21,263
+248
| +1% | +$5.4K | 0.13% | 133 |
|
|
2020
Q3 | $435K | Buy |
21,015
+249
| +1% | +$5.15K | 0.15% | 109 |
|
|
2020
Q2 | $423K | Buy |
20,766
+259
| +1% | +$5.28K | 0.14% | 109 |
|
|
2020
Q1 | $394K | Buy |
+20,507
| New | +$394K | 0.17% | 85 |
|
|
2019
Q4 | – | Sell |
-20,019
| Closed | -$420K | – | 587 |
|
|
2019
Q3 | $420K | Buy |
20,019
+740
| +4% | +$15.5K | 0.14% | 120 |
|
|
2019
Q2 | $402K | Buy |
19,279
+151
| +0.8% | +$3.15K | 0.13% | 138 |
|
|
2019
Q1 | $389K | Buy |
+19,128
| New | +$389K | 0.13% | 141 |
|