Walter & Keenan Wealth Management’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
Q3 | – | Sell |
-13,000
| Closed | -$222K | – | 142 |
|
|
2023
Q2 | $222K | Hold |
13,000
| – | – | 0.08% | 134 |
|
|
2023
Q1 | $226K | Hold |
13,000
| – | – | 0.09% | 133 |
|
|
2022
Q4 | $209K | Sell |
13,000
-24,400
| -65% | -$392K | 0.08% | 140 |
|
|
2022
Q3 | $583K | Buy |
37,400
+633
| +2% | +$9.87K | 0.25% | 82 |
|
|
2022
Q2 | $667K | Buy |
36,767
+6,628
| +22% | +$120K | 0.26% | 78 |
|
|
2022
Q1 | $565K | Buy |
30,139
+2,579
| +9% | +$48.3K | 0.19% | 90 |
|
|
2021
Q4 | $600K | Buy |
27,560
+15,260
| +124% | +$332K | 0.19% | 90 |
|
|
2021
Q3 | $269K | Buy |
+12,300
| New | +$269K | 0.09% | 132 |
|