EWA
MDC
EverSource Wealth Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-824
| Closed | -$45.5K | – | 3027 |
|
|
2023
Q4 | $45.5K | Sell |
824
-324
| -28% | -$17.9K | ﹤0.01% | 936 |
|
|
2023
Q3 | $47.3K | Hold |
1,148
| – | – | 0.01% | 832 |
|
|
2023
Q2 | $53.7K | Buy |
1,148
+129
| +13% | +$6.03K | 0.01% | 809 |
|
|
2023
Q1 | $39.6K | Buy |
1,019
+70
| +7% | +$2.72K | ﹤0.01% | 872 |
|
|
2022
Q4 | $30K | Buy |
949
+825
| +665% | +$26.1K | ﹤0.01% | 945 |
|
|
2022
Q3 | $3K | Sell |
124
-333
| -73% | -$8.06K | ﹤0.01% | 1608 |
|
|
2022
Q2 | $15K | Buy |
457
+263
| +136% | +$8.63K | ﹤0.01% | 917 |
|
|
2022
Q1 | $7K | Sell |
194
-2
| -1% | -$72 | ﹤0.01% | 1156 |
|
|
2021
Q4 | $11K | Buy |
+196
| New | +$11K | ﹤0.01% | 945 |
|