Moneta Group Investment 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 |
-6,848
| Closed | -$378K | – | 637 |
|
|
2023
Q4 | $378K | Sell |
6,848
-37
| -0.5% | -$2.04K | 0.01% | 391 |
|
|
2023
Q3 | $284K | Buy |
6,885
+29
| +0.4% | +$1.2K | 0.01% | 417 |
|
|
2023
Q2 | $321K | Sell |
6,856
-506
| -7% | -$23.7K | 0.01% | 418 |
|
|
2023
Q1 | $286K | Buy |
7,362
+1,721
| +31% | +$66.9K | 0.01% | 420 |
|
|
2022
Q4 | $213K | Buy |
+5,641
| New | +$213K | 0.01% | 427 |
|
|
2022
Q3 | – | Sell |
-7,149
| Closed | -$231K | – | 475 |
|
|
2022
Q2 | $231K | Buy |
7,149
+410
| +6% | +$13.2K | 0.01% | 420 |
|
|
2022
Q1 | $255K | Buy |
6,739
+4
| +0.1% | +$151 | 0.01% | 381 |
|
|
2021
Q4 | $376K | Sell |
6,735
-7
| -0.1% | -$391 | 0.02% | 342 |
|
|
2021
Q3 | $315K | Buy |
6,742
+3
| +0% | +$140 | 0.01% | 355 |
|
|
2021
Q2 | $341K | Buy |
6,739
+5
| +0.1% | +$253 | 0.02% | 338 |
|
|
2021
Q1 | $400K | Hold |
6,734
| – | – | 0.02% | 287 |
|
|
2020
Q4 | $303K | Sell |
6,734
-7
| -0.1% | -$315 | 0.02% | 253 |
|
|
2020
Q3 | $294K | Sell |
6,741
-5
| -0.1% | -$218 | 0.03% | 223 |
|
|
2020
Q2 | $223K | Buy |
+6,746
| New | +$223K | 0.02% | 230 |
|
|
2018
Q2 | – | Sell |
-6,742
| Closed | -$161K | – | 653 |
|
|
2018
Q1 | $161K | Hold |
6,742
| – | – | 0.02% | 210 |
|
|
2017
Q4 | $184K | Buy |
+6,742
| New | +$184K | 0.03% | 196 |
|
|
2015
Q4 | – | Sell |
-7,080
| Closed | -$133K | – | 438 |
|
|
2015
Q3 | $133K | Buy |
+7,080
| New | +$133K | 0.04% | 158 |
|