Summit X LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
30,161
-8,258
| -21% | -$122K | 0.08% | 156 |
|
|
2025
Q1 | $579K | Buy |
38,419
+13,678
| +55% | +$206K | 0.12% | 117 |
|
|
2024
Q4 | $369K | Buy |
24,741
+3,983
| +19% | +$59.5K | 0.08% | 143 |
|
|
2024
Q3 | $344K | Sell |
20,758
-9,819
| -32% | -$163K | 0.08% | 142 |
|
|
2024
Q2 | $507K | Buy |
30,577
+9,822
| +47% | +$163K | 0.11% | 122 |
|
|
2024
Q1 | $339K | Sell |
20,755
-4,297
| -17% | -$70.3K | 0.09% | 144 |
|
|
2023
Q4 | $407K | Buy |
25,052
+6,002
| +32% | +$97.5K | 0.12% | 119 |
|
|
2023
Q3 | $304K | Buy |
19,050
+4,771
| +33% | +$76K | 0.1% | 133 |
|
|
2023
Q2 | $244K | Sell |
14,279
-1
| -0% | -$17 | 0.06% | 238 |
|
|
2023
Q1 | $248K | Buy |
+14,280
| New | +$248K | 0.06% | 230 |
|
|
2020
Q1 | – | Sell |
-9,500
| Closed | -$200K | – | 229 |
|
|
2019
Q4 | $200K | Buy |
+9,500
| New | +$200K | 0.07% | 216 |
|