Advocacy Wealth Management Services’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-109
| Closed | -$6K | – | 94 |
|
2022
Q3 | $6K | Hold |
109
| – | – | ﹤0.01% | 102 |
|
2022
Q2 | $7K | Hold |
109
| – | – | ﹤0.01% | 104 |
|
2022
Q1 | $7K | Hold |
109
| – | – | ﹤0.01% | 113 |
|
2021
Q4 | $7K | Hold |
109
| – | – | ﹤0.01% | 127 |
|
2021
Q3 | $6K | Sell |
109
-80
| -42% | -$4.4K | ﹤0.01% | 131 |
|
2021
Q2 | $12K | Hold |
189
| – | – | ﹤0.01% | 131 |
|
2021
Q1 | $11K | Hold |
189
| – | – | ﹤0.01% | 118 |
|
2020
Q4 | $11K | Sell |
189
-91
| -33% | -$5.3K | ﹤0.01% | 115 |
|
2020
Q3 | $16K | Hold |
280
| – | – | ﹤0.01% | 92 |
|
2020
Q2 | $14K | Hold |
280
| – | – | ﹤0.01% | 99 |
|
2020
Q1 | $14K | Hold |
280
| – | – | ﹤0.01% | 89 |
|
2019
Q4 | $15K | Hold |
280
| – | – | ﹤0.01% | 109 |
|
2019
Q3 | $15K | Sell |
280
-90
| -24% | -$4.82K | 0.01% | 109 |
|
2019
Q2 | $20K | Hold |
370
| – | – | 0.01% | 99 |
|
2019
Q1 | $18K | Hold |
370
| – | – | 0.02% | 86 |
|
2018
Q4 | $15K | Hold |
370
| – | – | 0.01% | 96 |
|
2018
Q3 | $16K | Hold |
370
| – | – | 0.01% | 103 |
|
2018
Q2 | $15K | Hold |
370
| – | – | 0.01% | 105 |
|
2018
Q1 | $15K | Hold |
370
| – | – | 0.01% | 110 |
|
2017
Q4 | $16K | Hold |
370
| – | – | 0.01% | 124 |
|
2017
Q3 | $15K | Sell |
370
-50
| -12% | -$2.03K | 0.01% | 156 |
|
2017
Q2 | $18K | Sell |
420
-77
| -15% | -$3.3K | 0.01% | 142 |
|
2017
Q1 | $21K | Buy |
497
+397
| +397% | +$16.8K | 0.01% | 149 |
|
2016
Q4 | $4K | Sell |
100
-397
| -80% | -$15.9K | ﹤0.01% | 259 |
|
2016
Q3 | $22K | Hold |
497
| – | – | 0.01% | 200 |
|
2016
Q2 | $23K | Sell |
497
-219
| -31% | -$10.1K | 0.01% | 219 |
|
2016
Q1 | $29K | Buy |
716
+19
| +3% | +$770 | 0.02% | 239 |
|
2015
Q4 | $31K | Buy |
+697
| New | +$31K | 0.04% | 219 |
|
2013
Q3 | $51K | Buy |
1,597
+297
| +23% | +$9.49K | 0.14% | 111 |
|
2013
Q2 | $37K | Buy |
+1,300
| New | +$37K | 0.15% | 101 |
|