Summit Financial Wealth Advisors’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
Q3 | – | Sell |
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|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $536K | Sell |
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|
2024
Q3 | $699K | Sell |
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|
2024
Q2 | $722K | Sell |
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|
2024
Q1 | $850K | Sell |
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|
2023
Q4 | $921K | Sell |
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|
2023
Q3 | $891K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.1M | Hold |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.37M | Buy |
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|
2020
Q2 | $1.26M | Sell |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.14M | Buy |
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|
2019
Q1 | $830K | Buy |
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|
2018
Q4 | $727K | Buy |
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|
2018
Q3 | $691K | Sell |
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|
2018
Q2 | $690K | Hold |
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|
2018
Q1 | $690K | Buy |
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|
2017
Q4 | $717K | Buy |
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|
2017
Q3 | $533K | Sell |
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|
2017
Q2 | $587K | Buy |
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|
2017
Q1 | $478K | Buy |
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|
2016
Q4 | $436K | Sell |
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|
2016
Q3 | $526K | Buy |
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|
2016
Q2 | $482K | Buy |
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|
2016
Q1 | $438K | Buy |
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|
2015
Q4 | $410K | Hold |
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|
2015
Q3 | $386K | Hold |
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|
2015
Q2 | $376K | Buy |
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