LWAM
MDC
Legacy Wealth Asset Management’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 |
-9,863
| Closed | -$545K | – | 356 |
|
|
2023
Q4 | $545K | Sell |
9,863
-66
| -0.7% | -$3.65K | 0.18% | 202 |
|
|
2023
Q3 | $409K | Sell |
9,929
-163
| -2% | -$6.72K | 0.15% | 242 |
|
|
2023
Q2 | $472K | Sell |
10,092
-219
| -2% | -$10.2K | 0.16% | 212 |
|
|
2023
Q1 | $401K | Sell |
10,311
-1,813
| -15% | -$70.5K | 0.14% | 255 |
|
|
2022
Q4 | $383K | Buy |
12,124
+48
| +0.4% | +$1.52K | 0.15% | 259 |
|
|
2022
Q3 | $331K | Sell |
12,076
-174
| -1% | -$4.77K | 0.14% | 246 |
|
|
2022
Q2 | $396K | Buy |
12,250
+414
| +3% | +$13.4K | 0.16% | 199 |
|
|
2022
Q1 | $448K | Buy |
11,836
+424
| +4% | +$16K | 0.16% | 200 |
|
|
2021
Q4 | $637K | Buy |
11,412
+2,264
| +25% | +$126K | 0.22% | 170 |
|
|
2021
Q3 | $427K | Buy |
9,148
+55
| +0.6% | +$2.57K | 0.2% | 196 |
|
|
2021
Q2 | $460K | Sell |
9,093
-435
| -5% | -$22K | 0.2% | 185 |
|
|
2021
Q1 | $566K | Buy |
9,528
+354
| +4% | +$21K | 0.26% | 156 |
|
|
2020
Q4 | $446K | Buy |
+9,174
| New | +$446K | 0.22% | 170 |
|