Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,035
| Closed | -$224K | – | 984 |
|
|
2021
Q2 | $224K | Buy |
10,035
+119
| +1% | +$2.66K | 0.05% | 163 |
|
|
2021
Q1 | $220K | Buy |
9,916
+119
| +1% | +$2.64K | 0.06% | 157 |
|
|
2020
Q4 | $213K | Buy |
9,797
+121
| +1% | +$2.63K | 0.07% | 159 |
|
|
2020
Q3 | $200K | Buy |
9,676
+120
| +1% | +$2.48K | 0.07% | 148 |
|
|
2020
Q2 | $195K | Buy |
+9,556
| New | +$195K | 0.08% | 131 |
|