Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,283
| Closed | -$109K | – | 403 |
|
|
2023
Q1 | $109K | Hold |
6,283
| – | – | 0.05% | 84 |
|
|
2022
Q4 | $101K | Hold |
6,283
| – | – | 0.05% | 93 |
|
|
2022
Q3 | $98K | Hold |
6,283
| – | – | 0.05% | 91 |
|
|
2022
Q2 | $114K | Buy |
6,283
+1,348
| +27% | +$24.5K | 0.04% | 92 |
|
|
2022
Q1 | $93K | Buy |
4,935
+2,536
| +106% | +$47.8K | 0.1% | 94 |
|
|
2021
Q4 | $52K | Hold |
2,399
| – | – | 0.04% | 132 |
|
|
2021
Q3 | $53K | Hold |
2,399
| – | – | 0.04% | 136 |
|
|
2021
Q2 | $54K | Hold |
2,399
| – | – | 0.05% | 128 |
|
|
2021
Q1 | $53K | Hold |
2,399
| – | – | 0.06% | 114 |
|
|
2020
Q4 | $52K | Buy |
+2,399
| New | +$52K | 0.05% | 110 |
|