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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

MHO holding history

M/I Homes, Inc. in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MHO overviewAll 13F holders of MHOFull Q3 2023 holdings

Shares (Q3 2023)
4,652
Value
$391.0K
% of portfolio
0.2%
Quarters held
11
Since Q1 2021
Holdings of MHO by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20234,652$391.0K0.2%−6,995−60.1%ReducedHolders
Q2 202311,647$1.02M0.4%−13,261−53.2%ReducedHolders
Q1 202324,908$1.57M0.6%−5,663−18.5%ReducedHolders
Q4 202230,571$1.41M0.6%+347+1.1%AddedHolders
Q3 202230,224$1.09M0.5%+1,466+5.1%AddedHolders
Q2 202228,758$1.14M0.5%+8,156+39.6%AddedHolders
Q1 202220,602$914.0K0.4%+751+3.8%AddedHolders
Q4 202119,851$1.23M0.5%+133+0.7%AddedHolders
Q3 202119,718$1.14M0.5%+210+1.1%AddedHolders
Q2 202119,508$1.15M0.5%−12,896−39.8%ReducedHolders
Q1 202132,404$1.91M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.