Carson Wealth (CWM LLC)’s M.D.C. Holdings, Inc. MDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$63K | – | 5070 |
|
|
2024
Q1 | $63K | Sell |
1,000
-410
| -29% | -$25K | ﹤0.01% | 2153 |
|
|
2023
Q4 | $78K | Sell |
1,410
-37
| -3% | -$1.64K | ﹤0.01% | 1902 |
|
|
2023
Q3 | $60K | Buy |
1,447
+348
| +32% | +$16.2K | ﹤0.01% | 1960 |
|
|
2023
Q2 | $51K | Buy |
1,099
+21
| +2% | +$874 | ﹤0.01% | 1979 |
|
|
2023
Q1 | $42K | Sell |
1,078
-81
| -7% | -$3K | ﹤0.01% | 1999 |
|
|
2022
Q4 | $37K | Buy |
1,159
+258
| +29% | +$7.97K | ﹤0.01% | 1948 |
|
|
2022
Q3 | $25K | Buy |
901
+372
| +70% | +$12.3K | ﹤0.01% | 2100 |
|
|
2022
Q2 | $17K | Sell |
529
-798
| -60% | -$28.6K | ﹤0.01% | 2243 |
|
|
2022
Q1 | $50K | Buy |
1,327
+1,172
| +756% | +$53.5K | ﹤0.01% | 1614 |
|
|
2021
Q4 | $9K | Buy |
+155
| New | +$7.89K | ﹤0.01% | 2447 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2887 |
|
|
2021
Q1 | $1K | Sell |
25
-2
| -7% | -$105 | ﹤0.01% | 2886 |
|
|
2020
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 2886 |
|
|
2020
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 2883 |
|
|
2020
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 2883 |
|
|
2020
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 2880 |
|
|
2019
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 2880 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 2879 |
|
|
2019
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 2879 |
|
|
2019
Q1 | $1K | Buy |
+27
| New | +$715 | ﹤0.01% | 2877 |
|
|
2018
Q3 | – | Sell |
-72
| Closed | -$2K | – | 2024 |
|
|
2018
Q2 | $2K | Buy |
+72
| New | +$1.87K | ﹤0.01% | 1445 |
|
Other funds holding MDC
WIA
Carson Wealth (CWM LLC)'s MDC Position: Q2 2024 in Review
Carson Wealth (CWM LLC) sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 1,000 shares — an estimated $63K sold.
Carson Wealth (CWM LLC) first reported a position in MDC in Q2 2018 and held it in 21 quarters. The position peaked at $78K in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.
- Carson Wealth (CWM LLC) reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
- Carson Wealth (CWM LLC) sold 1,000 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $63K.
- Carson Wealth (CWM LLC) first reported a position in M.D.C. Holdings, Inc. in Q2 2018 and held it in 21 quarters.
- Carson Wealth (CWM LLC)'s M.D.C. Holdings, Inc. position peaked at $78K in Q4 2023.
- 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.