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BWA
Burt Wealth Advisors’s
Mondelez International
MDLZ
Stock Holding History
Burt Wealth Advisors’s Portfolio
MDLZ Stock Details
MDLZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
–
Sell
-17
Closed
-$1K
–
424
2020
Q2
$1K
Buy
+17
New
+$873
﹤0.01%
382
2020
Q1
–
Sell
-100
Closed
-$6K
–
419
2019
Q4
$6K
Buy
+100
New
+$5.35K
﹤0.01%
289
2018
Q2
–
Sell
-515
Closed
-$21K
–
384
2018
Q1
$21K
Hold
515
–
–
0.01%
251
2017
Q4
$22K
Hold
515
–
–
0.01%
236
2017
Q3
$21K
Sell
515
-1,012
-66%
-$43K
0.01%
230
2017
Q2
$65K
Buy
1,527
+1,012
+197%
+$45.6K
0.04%
159
2017
Q1
$22K
Hold
515
–
–
0.02%
220
2016
Q4
$23K
Buy
515
+307
+148%
+$13.2K
0.02%
222
2016
Q3
$9K
Sell
208
-150
-42%
-$6.58K
0.01%
272
2016
Q2
$16K
Hold
358
–
–
0.02%
236
2016
Q1
$14K
Sell
358
-166
-32%
-$6.76K
0.01%
291
2015
Q4
$23K
Hold
524
–
–
0.02%
194
2015
Q3
$21K
Hold
524
–
–
0.03%
182
2015
Q2
$22K
Buy
524
+358
+216%
+$14K
0.02%
194
2015
Q1
$6K
Hold
166
–
–
0.01%
278
2014
Q4
$6K
Buy
+166
New
+$6.04K
0.01%
268
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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