A detailed history of Paragon Wealth Strategies, LLC transactions in Main Stay Mac Kay Defined Term Municipal Opportunities Fund stock. As of the latest transaction made, Paragon Wealth Strategies, LLC holds 11,158 shares of MMD stock, worth $166,142. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,158
Previous 11,158 -0.0%
Holding current value
$166,142
Previous $177,000 2.26%
% of portfolio
0.05%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 16, 2023

BUY
$15.36 - $17.09 $337 - $375
22 Added 0.2%
11,158 $177,000
Q2 2023

Jul 26, 2023

BUY
$16.42 - $17.47 $1,100 - $1,170
67 Added 0.61%
11,136 $190,000
Q1 2023

Apr 26, 2023

BUY
$16.4 - $18.02 $1,131 - $1,243
69 Added 0.63%
11,069 $192,000
Q4 2022

Jan 27, 2023

BUY
$15.16 - $16.94 $166,608 - $186,170
10,990 Added 109900.0%
11,000 $176,000
Q3 2022

Nov 03, 2022

SELL
$15.58 - $18.97 $186,866 - $227,526
-11,994 Reduced 99.92%
10 $0
Q2 2022

Jul 11, 2022

SELL
$16.88 - $19.15 $276,325 - $313,485
-16,370 Reduced 57.69%
12,004 $218,000
Q1 2022

Apr 22, 2022

BUY
$18.4 - $21.43 $76,709 - $89,341
4,169 Added 17.22%
28,374 $532,000
Q4 2021

Jan 20, 2022

BUY
$20.66 - $21.8 $500,075 - $527,669
24,205 New
24,205 $527,000

Others Institutions Holding MMD

About MainStay MacKay DefinedTerm Municipal Opportunities Fund


  • Ticker MMD
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • MainStay DefinedTerm Municipal Opportunities Fund is a closed-ended fixed income mutual fund launched and managed by New York Life Investment Management LLC. The fund is co-managed by MacKay Shields LLC. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal bonds which are exempt fr...
More about MMD
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