SWIM
MMD

Smallwood Wealth Investment Management’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History

Smallwood Wealth Investment Management’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
2025
Q3 		$11.3K Hold
2025
Q2 		$11K Hold
2025
Q1 		$11.2K Buy