ProVise Management Group’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.45M | Buy |
|
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|
2024
Q2 | $1.31M | Buy |
|
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $940K | Sell |
|
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|
2023
Q3 | $1.16M | Sell |
|
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|
2023
Q2 | $1.27M | Sell |
|
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|
2023
Q1 | $1.3M | Buy |
|
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|
2022
Q4 | $1.07M | Sell |
|
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|
2022
Q3 | $1.45M | Buy |
|
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|
2022
Q2 | $1.61M | Sell |
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|
2022
Q1 | $1.76M | Sell |
|
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|
2021
Q4 | $2.15M | Buy |
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|
2021
Q3 | $2.02M | Buy |
|
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.65M | Buy |
|
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|
2020
Q4 | $1.48M | Buy |
|
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|
2020
Q3 | $1.36M | Buy |
|
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|
2020
Q2 | $1.2M | Buy |
|
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|
2020
Q1 | $1.12M | Buy |
|
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|
2019
Q4 | $1.06M | Buy |
|
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|
2019
Q3 | $961K | Buy |
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|
2019
Q2 | $658K | Buy |
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|
2019
Q1 | $257K | Buy |
|