PWP
MDC
Phillips Wealth Planners’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 |
-4,753
| Closed | -$299K | – | 186 |
|
|
2023
Q4 | $299K | Buy |
+4,753
| New | +$299K | 0.36% | 96 |
|
|
2023
Q3 | – | Sell |
-5,809
| Closed | -$272K | – | 161 |
|
|
2023
Q2 | $272K | Buy |
5,809
+94
| +2% | +$4.4K | 0.36% | 103 |
|
|
2023
Q1 | $235K | Buy |
5,715
+69
| +1% | +$2.84K | 0.31% | 121 |
|
|
2022
Q4 | $221K | Buy |
+5,646
| New | +$221K | 0.39% | 95 |
|