Geneos Wealth Management’s M.D.C. Holdings, Inc. MDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,894
| Closed | -$64K | – | 2674 |
|
|
2022
Q2 | $64K | Sell |
1,894
-3
| -0.2% | -$101 | ﹤0.01% | 1179 |
|
|
2022
Q1 | $71K | Buy |
1,897
+3
| +0.2% | +$112 | ﹤0.01% | 1225 |
|
|
2021
Q4 | $105K | Sell |
1,894
-216
| -10% | -$12K | ﹤0.01% | 1148 |
|
|
2021
Q3 | $97K | Hold |
2,110
| – | – | ﹤0.01% | 1184 |
|
|
2021
Q2 | $109K | Buy |
2,110
+895
| +74% | +$46.2K | ﹤0.01% | 1132 |
|
|
2021
Q1 | $71K | Sell |
1,215
-97
| -7% | -$5.67K | ﹤0.01% | 1448 |
|
|
2020
Q4 | $71K | Buy |
1,312
+97
| +8% | +$5.25K | ﹤0.01% | 1290 |
|
|
2020
Q3 | $50K | Hold |
1,215
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q2 | $36K | Hold |
1,215
| – | – | ﹤0.01% | 1370 |
|
|
2020
Q1 | $27K | Buy |
1,215
+216
| +22% | +$4.8K | ﹤0.01% | 1394 |
|
|
2019
Q4 | $34K | Buy |
999
+513
| +106% | +$17.5K | ﹤0.01% | 1457 |
|
|
2019
Q3 | $18K | Hold |
486
| – | – | ﹤0.01% | 1668 |
|
|
2019
Q2 | $14K | Hold |
486
| – | – | ﹤0.01% | 1796 |
|
|
2019
Q1 | $13K | Sell |
486
-2
| -0.4% | -$53 | ﹤0.01% | 1761 |
|
|
2018
Q4 | $11K | Hold |
488
| – | – | ﹤0.01% | 1766 |
|
|
2018
Q3 | $12K | Hold |
488
| – | – | ﹤0.01% | 1794 |
|
|
2018
Q2 | $12K | Hold |
488
| – | – | ﹤0.01% | 1657 |
|
|
2018
Q1 | $11K | Hold |
488
| – | – | ﹤0.01% | 1624 |
|
|
2017
Q4 | $13K | Sell |
488
-1
| -0.2% | -$27 | ﹤0.01% | 1552 |
|
|
2017
Q3 | $12K | Hold |
489
| – | – | ﹤0.01% | 1529 |
|
|
2017
Q2 | $13K | Hold |
489
| – | – | ﹤0.01% | 1451 |
|
|
2017
Q1 | $11K | Hold |
489
| – | – | ﹤0.01% | 1468 |
|
|
2016
Q4 | $9K | Sell |
489
-25
| -5% | -$460 | ﹤0.01% | 1485 |
|
|
2016
Q3 | $9K | Hold |
514
| – | – | ﹤0.01% | 1420 |
|
|
2016
Q2 | $9K | Hold |
514
| – | – | ﹤0.01% | 1380 |
|
|
2016
Q1 | $9K | Buy |
+514
| New | +$9K | ﹤0.01% | 1366 |
|