NewEdge Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $197K | Hold |
13,390
| – | – | ﹤0.01% | 933 |
|
2025
Q1 | $202K | Hold |
13,390
| – | – | ﹤0.01% | 895 |
|
2024
Q4 | $200K | Sell |
13,390
-13,449
| -50% | -$201K | ﹤0.01% | 886 |
|
2024
Q3 | $453K | Sell |
26,839
-1,500
| -5% | -$25.3K | 0.01% | 643 |
|
2024
Q2 | $470K | Hold |
28,339
| – | – | 0.01% | 562 |
|
2024
Q1 | $455K | Sell |
28,339
-4,269
| -13% | -$68.6K | 0.01% | 580 |
|
2023
Q4 | $530K | Sell |
32,608
-1,011
| -3% | -$16.4K | 0.01% | 505 |
|
2023
Q3 | $536K | Buy |
33,619
+4,133
| +14% | +$65.8K | 0.02% | 454 |
|
2023
Q2 | $503K | Hold |
29,486
| – | – | 0.02% | 457 |
|
2023
Q1 | $512K | Sell |
29,486
-1,533
| -5% | -$26.6K | 0.02% | 406 |
|
2022
Q4 | $498K | Buy |
31,019
+12,053
| +64% | +$194K | 0.02% | 366 |
|
2022
Q3 | $295K | Buy |
+18,966
| New | +$295K | 0.01% | 427 |
|