Kestra Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-83,369
| Closed | -$1.41M | – | 2741 |
|
2024
Q3 | $1.41M | Buy |
83,369
+7,250
| +10% | +$122K | 0.01% | 1138 |
|
2024
Q2 | $1.26M | Buy |
+76,119
| New | +$1.26M | 0.01% | 1191 |
|
2021
Q4 | – | Sell |
-91,866
| Closed | -$2.01M | – | 2123 |
|
2021
Q3 | $2.01M | Buy |
+91,866
| New | +$2.01M | 0.02% | 709 |
|
2021
Q2 | – | Sell |
-28,251
| Closed | -$627K | – | 2024 |
|
2021
Q1 | $627K | Sell |
28,251
-96,247
| -77% | -$2.14M | 0.01% | 1088 |
|
2020
Q4 | $2.72M | Buy |
124,498
+91,622
| +279% | +$2M | 0.03% | 499 |
|
2020
Q3 | $681K | Buy |
+32,876
| New | +$681K | 0.01% | 753 |
|