KCS Wealth Advisory’s M/I Homes MHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $391K | Sell |
4,652
-6,995
| -60% | -$588K | 0.17% | 101 |
|
|
2023
Q2 | $1.02M | Sell |
11,647
-13,261
| -53% | -$1.16M | 0.35% | 77 |
|
|
2023
Q1 | $1.57M | Sell |
24,908
-5,663
| -19% | -$357K | 0.59% | 48 |
|
|
2022
Q4 | $1.41M | Buy |
30,571
+347
| +1% | +$16K | 0.59% | 53 |
|
|
2022
Q3 | $1.1M | Buy |
30,224
+1,466
| +5% | +$53.1K | 0.51% | 64 |
|
|
2022
Q2 | $1.14M | Buy |
28,758
+8,156
| +40% | +$324K | 0.51% | 70 |
|
|
2022
Q1 | $914K | Buy |
20,602
+751
| +4% | +$33.3K | 0.42% | 77 |
|
|
2021
Q4 | $1.23M | Buy |
19,851
+133
| +0.7% | +$8.27K | 0.5% | 70 |
|
|
2021
Q3 | $1.14M | Buy |
19,718
+210
| +1% | +$12.1K | 0.54% | 63 |
|
|
2021
Q2 | $1.15M | Sell |
19,508
-12,896
| -40% | -$757K | 0.54% | 68 |
|
|
2021
Q1 | $1.91M | Sell |
32,404
-327
| -1% | -$19.3K | 0.99% | 27 |
|
|
2020
Q4 | $1.45M | Buy |
32,731
+331
| +1% | +$14.7K | 0.96% | 31 |
|
|
2020
Q3 | $1.49M | Sell |
32,400
-828
| -2% | -$38.1K | 1.19% | 23 |
|
|
2020
Q2 | $1.14M | Buy |
33,228
+932
| +3% | +$32.1K | 0.95% | 36 |
|
|
2020
Q1 | $534K | Buy |
32,296
+485
| +2% | +$8.02K | 0.54% | 73 |
|
|
2019
Q4 | $1.25M | Sell |
31,811
-828
| -3% | -$32.6K | 0.94% | 33 |
|
|
2019
Q3 | $1.23M | Buy |
32,639
+414
| +1% | +$15.6K | 0.85% | 26 |
|
|
2019
Q2 | $920K | Buy |
32,225
+898
| +3% | +$25.6K | 0.73% | 57 |
|
|
2019
Q1 | $834K | Buy |
31,327
+2,236
| +8% | +$59.5K | 0.73% | 55 |
|
|
2018
Q4 | $611K | Buy |
29,091
+2,881
| +11% | +$60.5K | 0.64% | 71 |
|
|
2018
Q3 | $627K | Buy |
26,210
+12,022
| +85% | +$288K | 0.58% | 82 |
|
|
2018
Q2 | $376K | Buy |
14,188
+1,921
| +16% | +$50.9K | 0.35% | 113 |
|
|
2018
Q1 | $391K | Buy |
12,267
+586
| +5% | +$18.7K | 0.36% | 111 |
|
|
2017
Q4 | $402K | Buy |
+11,681
| New | +$402K | 0.39% | 100 |
|