Creative Planning’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 |
-14,230
| Closed | -$895K | – | 3210 |
|
|
2024
Q1 | $895K | Buy |
14,230
+5,714
| +67% | +$349K | ﹤0.01% | 1405 |
|
|
2023
Q4 | $471K | Buy |
8,516
+2,730
| +47% | +$121K | ﹤0.01% | 1753 |
|
|
2023
Q3 | $239K | Buy |
5,786
+1,143
| +25% | +$53.3K | ﹤0.01% | 2108 |
|
|
2023
Q2 | $217K | Buy |
+4,643
| New | +$193K | ﹤0.01% | 2154 |
|
|
2020
Q2 | – | Sell |
-12,686
| Closed | -$273K | – | 2161 |
|
|
2020
Q1 | $273K | Sell |
12,686
-9,898
| -44% | -$347K | ﹤0.01% | 1216 |
|
|
2019
Q4 | $798K | Buy |
+22,584
| New | +$850K | ﹤0.01% | 892 |
|
|
2017
Q3 | – | Sell |
-278
| Closed | -$8K | – | 3876 |
|
|
2017
Q2 | $8K | Sell |
278
-280
| -50% | -$7.33K | ﹤0.01% | 3780 |
|
|
2017
Q1 | $13K | Hold |
558
| – | – | ﹤0.01% | 3441 |
|
|
2016
Q4 | $11K | Sell |
558
-166
| -23% | -$3.09K | ﹤0.01% | 3510 |
|
|
2016
Q3 | $13K | Buy |
+724
| New | +$13.5K | ﹤0.01% | 3348 |
|
|
2016
Q2 | – | Sell |
-1,132
| Closed | -$20K | – | 4566 |
|
|
2016
Q1 | $20K | Buy |
1,132
+917
| +427% | +$14.8K | ﹤0.01% | 2767 |
|
|
2015
Q4 | $4K | Hold |
215
| – | – | ﹤0.01% | 3818 |
|
|
2015
Q3 | $4K | Buy |
+215
| New | +$4.5K | ﹤0.01% | 3743 |
|
|
2015
Q2 | – | Sell |
-139
| Closed | -$3K | – | 3177 |
|
|
2015
Q1 | $3K | Hold |
139
| – | – | ﹤0.01% | 3781 |
|
|
2014
Q4 | $3K | Hold |
139
| – | – | ﹤0.01% | 3738 |
|
|
2014
Q3 | $3K | Sell |
139
-1,255
| -90% | -$25.4K | ﹤0.01% | 3557 |
|
|
2014
Q2 | $30K | Buy |
1,394
+248
| +22% | +$5.1K | ﹤0.01% | 2233 |
|
|
2014
Q1 | $23K | Buy |
1,146
+139
| +14% | +$2.98K | ﹤0.01% | 2289 |
|
|
2013
Q4 | $23K | Hold |
1,007
| – | – | ﹤0.01% | 2111 |
|
|
2013
Q3 | $22K | Buy |
1,007
+139
| +16% | +$3.06K | ﹤0.01% | 2044 |
|
|
2013
Q2 | $20K | Buy |
+868
| New | +$22.6K | ﹤0.01% | 1935 |
|
Other funds holding MDC
BTI
WIA
MG