Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-32,436
| Closed | -$633K | – | 345 |
|
|
2018
Q4 | $633K | Buy |
32,436
+3,515
| +12% | +$68.6K | 0.14% | 163 |
|
|
2018
Q3 | $568K | Buy |
+28,921
| New | +$568K | 0.12% | 176 |
|
|
2017
Q4 | – | Sell |
-23,447
| Closed | -$471K | – | 301 |
|
|
2017
Q3 | $471K | Buy |
23,447
+1,737
| +8% | +$34.9K | 0.11% | 182 |
|
|
2017
Q2 | $427K | Buy |
21,710
+541
| +3% | +$10.6K | 0.11% | 182 |
|
|
2017
Q1 | $408K | Buy |
21,169
+3,274
| +18% | +$63.1K | 0.11% | 182 |
|
|
2016
Q4 | $327K | Buy |
17,895
+3,162
| +21% | +$57.8K | 0.09% | 191 |
|
|
2016
Q3 | $300K | Buy |
14,733
+940
| +7% | +$19.1K | 0.09% | 207 |
|
|
2016
Q2 | $285K | Buy |
+13,793
| New | +$285K | 0.08% | 205 |
|