Parisi Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,300
| Closed | -$205K | – | 96 |
|
|
2022
Q2 | $205K | Buy |
+11,300
| New | +$205K | 0.11% | 98 |
|
|
2022
Q1 | – | Sell |
-12,041
| Closed | -$262K | – | 128 |
|
|
2021
Q4 | $262K | Sell |
12,041
-34,836
| -74% | -$758K | 0.1% | 109 |
|
|
2021
Q3 | $1.01M | Buy |
46,877
+23,702
| +102% | +$512K | 0.42% | 50 |
|
|
2021
Q2 | $518K | Buy |
23,175
+941
| +4% | +$21K | 0.19% | 87 |
|
|
2021
Q1 | $493K | Buy |
22,234
+845
| +4% | +$18.7K | 0.21% | 83 |
|
|
2020
Q4 | $466K | Buy |
21,389
+4,033
| +23% | +$87.9K | 0.21% | 84 |
|
|
2020
Q3 | $359K | Sell |
17,356
-920
| -5% | -$19K | 0.19% | 84 |
|
|
2020
Q2 | $372K | Buy |
18,276
+174
| +1% | +$3.54K | 0.21% | 75 |
|
|
2020
Q1 | $348K | Buy |
+18,102
| New | +$348K | 0.25% | 71 |
|