WMP
MDC
Wealth Management Partners’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 |
-4,318
| Closed | -$239K | – | 127 |
|
|
2023
Q4 | $239K | Sell |
4,318
-800
| -16% | -$44.2K | 0.13% | 108 |
|
|
2023
Q3 | $211K | Sell |
5,118
-760
| -13% | -$31.3K | 0.13% | 111 |
|
|
2023
Q2 | $275K | Sell |
5,878
-200
| -3% | -$9.35K | 0.17% | 96 |
|
|
2023
Q1 | $236K | Sell |
6,078
-3,922
| -39% | -$152K | 0.17% | 102 |
|
|
2022
Q4 | $305K | Hold |
10,000
| – | – | 0.25% | 75 |
|
|
2022
Q3 | $287K | Buy |
10,000
+2,000
| +25% | +$57.4K | 0.25% | 73 |
|
|
2022
Q2 | $264K | Buy |
8,000
+2,000
| +33% | +$66K | 0.23% | 81 |
|
|
2022
Q1 | $237K | Buy |
+6,000
| New | +$237K | 0.17% | 96 |
|