Legacy Financial Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $195K | Sell |
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|
2023
Q4 | $212K | Sell |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $739K | Buy |
|
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|
2022
Q4 | $625K | Sell |
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|
2022
Q3 | $856K | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $900K | Buy |
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|
2020
Q1 | $732K | Buy |
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|
2019
Q4 | $775K | Buy |
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|
2019
Q3 | $444K | Hold |
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|
2019
Q2 | $449K | Buy |
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|
2019
Q1 | $317K | Sell |
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|
2018
Q4 | $316K | Buy |
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|
2018
Q3 | $283K | Buy |
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|
2018
Q2 | $255K | Buy |
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