Apriem Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-884
| Closed | -$38K | – | 373 |
|
|
2017
Q1 | $38K | Hold |
884
| – | – | 0.01% | 265 |
|
|
2016
Q4 | $39K | Buy |
884
+780
| +750% | +$34.4K | 0.01% | 261 |
|
|
2016
Q3 | $5K | Hold |
104
| – | – | ﹤0.01% | 461 |
|
|
2016
Q2 | $5K | Hold |
104
| – | – | ﹤0.01% | 465 |
|
|
2016
Q1 | $4K | Sell |
104
-294
| -74% | -$11.3K | ﹤0.01% | 465 |
|
|
2015
Q4 | $18K | Buy |
398
+294
| +283% | +$13.3K | 0.01% | 315 |
|
|
2015
Q3 | $4K | Sell |
104
-300
| -74% | -$11.5K | ﹤0.01% | 432 |
|
|
2015
Q2 | $17K | Buy |
404
+300
| +288% | +$12.6K | 0.01% | 349 |
|
|
2015
Q1 | $4K | Hold |
104
| – | – | ﹤0.01% | 488 |
|
|
2014
Q4 | $4K | Buy |
104
+69
| +197% | +$2.65K | ﹤0.01% | 445 |
|
|
2014
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 502 |
|
|
2014
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 461 |
|
|
2014
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 471 |
|
|
2013
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 484 |
|
|
2013
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 481 |
|
|
2013
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 452 |
|