Bridgewater Wealth & Financial Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,125
| Closed | -$308K | – | 78 |
|
|
2017
Q2 | $308K | Buy |
7,125
+1,352
| +23% | +$58.4K | 0.1% | 79 |
|
|
2017
Q1 | $249K | Buy |
5,773
+130
| +2% | +$5.61K | 0.09% | 95 |
|
|
2016
Q4 | $250K | Sell |
5,643
-300
| -5% | -$13.3K | 0.09% | 92 |
|
|
2016
Q3 | $261K | Buy |
5,943
+1
| +0% | +$44 | 0.1% | 90 |
|
|
2016
Q2 | $270K | Hold |
5,942
| – | – | 0.1% | 87 |
|
|
2016
Q1 | $238K | Buy |
5,942
+58
| +1% | +$2.32K | 0.09% | 97 |
|
|
2015
Q4 | $264K | Hold |
5,884
| – | – | 0.1% | 75 |
|
|
2015
Q3 | $246K | Buy |
5,884
+375
| +7% | +$15.7K | 0.1% | 75 |
|
|
2015
Q2 | $227K | Buy |
+5,509
| New | +$227K | 0.1% | 71 |
|
|
2015
Q1 | – | Sell |
-5,809
| Closed | -$211K | – | 86 |
|
|
2014
Q4 | $211K | Buy |
+5,809
| New | +$211K | 0.09% | 92 |
|