Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,805
| Closed | -$334K | – | 715 |
|
|
2024
Q3 | $334K | Buy |
19,805
+6
| +0% | +$101 | 0.02% | 565 |
|
|
2024
Q2 | $328K | Sell |
19,799
-494
| -2% | -$8.19K | 0.02% | 466 |
|
|
2024
Q1 | $332K | Sell |
20,293
-220
| -1% | -$3.6K | 0.03% | 477 |
|
|
2023
Q4 | $333K | Sell |
20,513
-3,176
| -13% | -$51.6K | 0.02% | 529 |
|
|
2023
Q3 | $377K | Sell |
23,689
-3,607
| -13% | -$57.5K | 0.03% | 449 |
|
|
2023
Q2 | $466K | Buy |
27,296
+18
| +0.1% | +$307 | 0.04% | 388 |
|
|
2023
Q1 | $474K | Sell |
27,278
-297
| -1% | -$5.16K | 0.04% | 380 |
|
|
2022
Q4 | $443K | Sell |
27,575
-25,345
| -48% | -$407K | 0.05% | 363 |
|
|
2022
Q3 | $824K | Buy |
+52,920
| New | +$824K | 0.05% | 354 |
|