KWM
MMD
Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,208
| Closed | -$644K | – | 1152 |
|
|
2024
Q3 | $644K | Sell |
38,208
-75
| -0.2% | -$1.27K | 0.01% | 637 |
|
|
2024
Q2 | $635K | Sell |
38,283
-3,425
| -8% | -$56.8K | 0.02% | 620 |
|
|
2024
Q1 | $682K | Sell |
41,708
-464
| -1% | -$7.59K | 0.02% | 596 |
|
|
2023
Q4 | $685K | Sell |
42,172
-1,951
| -4% | -$31.7K | 0.02% | 568 |
|
|
2023
Q3 | $703K | Sell |
44,123
-1,775
| -4% | -$28.3K | 0.03% | 529 |
|
|
2023
Q2 | $783K | Buy |
45,898
+3,405
| +8% | +$58.1K | 0.03% | 478 |
|
|
2023
Q1 | $739K | Buy |
42,493
+1,655
| +4% | +$28.8K | 0.03% | 474 |
|
|
2022
Q4 | $656K | Sell |
40,838
-2,785
| -6% | -$44.7K | 0.03% | 438 |
|
|
2022
Q3 | $680K | Buy |
43,623
+1,843
| +4% | +$28.7K | 0.03% | 427 |
|
|
2022
Q2 | $758K | Sell |
41,780
-350
| -0.8% | -$6.35K | 0.04% | 438 |
|
|
2022
Q1 | $790K | Hold |
42,130
| – | – | 0.03% | 465 |
|
|
2021
Q4 | $918K | Sell |
42,130
-200
| -0.5% | -$4.36K | 0.04% | 427 |
|
|
2021
Q3 | $927K | Buy |
42,330
+3,300
| +8% | +$72.3K | 0.04% | 397 |
|
|
2021
Q2 | $885K | Buy |
39,030
+28,385
| +267% | +$644K | 0.04% | 409 |
|
|
2021
Q1 | $236K | Buy |
+10,645
| New | +$236K | 0.01% | 714 |
|