HWAM
MMD

Hennion & Walsh Asset 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
$7.12M Buy
481,723
+121,741
+34% +$1.8M 0.29% 65
2025
Q1
$5.43M Buy
359,982
+240,071
+200% +$3.62M 0.24% 85
2024
Q4
$1.79M Buy
+119,911
New +$1.79M 0.08% 314
2022
Q1
Sell
-36,775
Closed -$801K 797
2021
Q4
$801K Sell
36,775
-328,623
-90% -$7.16M 0.04% 429
2021
Q3
$8M Sell
365,398
-5,713
-2% -$125K 0.42% 52
2021
Q2
$8.29M Sell
371,111
-5,002
-1% -$112K 0.44% 45
2021
Q1
$8.34M Buy
+376,113
New +$8.34M 0.5% 34