TPWA
MMD
TRUE Private Wealth Advisors’s MainStay MacKay DefinedTerm Municipal Opportunities Fund MMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-19,900
| Closed | -$394K | – | 233 |
|
|
2017
Q4 | $394K | Hold |
19,900
| – | – | 0.07% | 153 |
|
|
2017
Q3 | $399K | Hold |
19,900
| – | – | 0.09% | 97 |
|
|
2017
Q2 | $391K | Hold |
19,900
| – | – | 0.09% | 94 |
|
|
2017
Q1 | $386K | Hold |
19,900
| – | – | 0.09% | 92 |
|
|
2016
Q4 | $375K | Hold |
19,900
| – | – | 0.09% | 96 |
|
|
2016
Q3 | $392K | Hold |
19,900
| – | – | 0.13% | 87 |
|
|
2016
Q2 | $411K | Hold |
19,900
| – | – | 0.14% | 80 |
|
|
2016
Q1 | $391K | Hold |
19,900
| – | – | 0.15% | 74 |
|
|
2015
Q4 | $375K | Buy |
+19,900
| New | +$375K | 0.17% | 70 |
|