U.S. Capital 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 | $288K | Buy |
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|
2025
Q2 | $222K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.11M | Hold |
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|
2023
Q2 | $1.19M | Hold |
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|
2023
Q1 | $1.21M | Hold |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $710K | Buy |
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|
2022
Q1 | $716K | Buy |
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|
2021
Q4 | $684K | Buy |
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|
2021
Q3 | $677K | Buy |
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