Burt Wealth Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17
| Closed | -$1K | – | 424 |
|
|
2020
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 382 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$6K | – | 419 |
|
|
2019
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤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% | -$41.3K | 0.01% | 230 |
|
|
2017
Q2 | $65K | Buy |
1,527
+1,012
| +197% | +$43.1K | 0.04% | 159 |
|
|
2017
Q1 | $22K | Hold |
515
| – | – | 0.02% | 220 |
|
|
2016
Q4 | $23K | Buy |
515
+307
| +148% | +$13.7K | 0.02% | 222 |
|
|
2016
Q3 | $9K | Sell |
208
-150
| -42% | -$6.49K | 0.01% | 272 |
|
|
2016
Q2 | $16K | Hold |
358
| – | – | 0.02% | 236 |
|
|
2016
Q1 | $14K | Sell |
358
-166
| -32% | -$6.49K | 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% | +$15K | 0.02% | 194 |
|
|
2015
Q1 | $6K | Hold |
166
| – | – | 0.01% | 278 |
|
|
2014
Q4 | $6K | Buy |
+166
| New | +$6K | 0.01% | 268 |
|