Paragon Wealth Strategies’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Paragon Wealth Strategies’s Portfolio MMD Stock Details MMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$181K	Hold	11,158	–	–	0.05%	39
2023 Q3	$178K	Buy	11,158 +22	+0.2%	+$366	0.05%	37
2023 Q2	$190K	Buy	11,136 +67	+0.6%	+$1.14K	0.06%	36
2023 Q1	$192K	Buy	11,069 +69	+0.6%	+$1.2K	0.12%	35
2022 Q4	$177K	Buy	11,000 +10,990	+109,900%	+$177K	0.21%	29
2022 Q3	$0	Sell	10 -11,994	-100%	-$217K	﹤0.01%	182
2022 Q2	$218K	Sell	12,004 -16,370	-58%	-$293K	0.24%	23
2022 Q1	$532K	Buy	28,374 +4,169	+17%	+$83K	0.14%	32
2021 Q4	$527K	Buy	+24,205	New	+$516K	0.13%	35

Other funds holding MMD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return