SIS
MDC

Sound Income Strategies’s M.D.C. Holdings, Inc. MDC Stock Holding History

Sound Income Strategies’s Portfolio MDC Stock Details MDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-373
Closed -$23.5K – 1505
2024
Q1 		$23.5K Sell
373
-82
-18% -$5.01K ﹤0.01% 571
2023
Q4 		$25.1K Buy
+455
New +$20.1K ﹤0.01% 544

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Sound Income Strategies's MDC Position: Q2 2024 in Review

Sound Income Strategies sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 373 shares — an estimated $23.5K sold.

Sound Income Strategies first reported a position in MDC in Q4 2023 and held it in 2 quarters. The position peaked at $25.1K in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Sound Income Strategies reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 373 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $23.5K.
  • Sound Income Strategies first reported a position in M.D.C. Holdings, Inc. in Q4 2023 and held it in 2 quarters.
  • Sound Income Strategies's M.D.C. Holdings, Inc. position peaked at $25.1K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.