Mascoma 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,000
| Closed | -$20K | – | 400 |
|
2019
Q1 | $20K | Hold |
1,000
| – | – | 0.01% | 224 |
|
2018
Q4 | $20K | Hold |
1,000
| – | – | 0.02% | 213 |
|
2018
Q3 | $20K | Hold |
1,000
| – | – | 0.01% | 236 |
|
2018
Q2 | $19K | Hold |
1,000
| – | – | 0.01% | 224 |
|
2018
Q1 | $19K | Hold |
1,000
| – | – | 0.01% | 224 |
|
2017
Q4 | $19K | Hold |
1,000
| – | – | 0.01% | 217 |
|
2017
Q3 | $20K | Hold |
1,000
| – | – | 0.01% | 231 |
|
2017
Q2 | $20K | Buy |
+1,000
| New | +$20K | 0.01% | 238 |
|