Clear Perspective Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,876
| Closed | -$263K | – | 178 |
|
|
2019
Q2 | $263K | Sell |
4,876
-415
| -8% | -$22.4K | 0.17% | 115 |
|
|
2019
Q1 | $265K | Hold |
5,291
| – | – | 0.19% | 122 |
|
|
2018
Q4 | $212K | Hold |
5,291
| – | – | 0.18% | 129 |
|
|
2018
Q3 | $227K | Hold |
5,291
| – | – | 0.17% | 133 |
|
|
2018
Q2 | $217K | Hold |
5,291
| – | – | 0.15% | 135 |
|
|
2018
Q1 | $221K | Hold |
5,291
| – | – | 0.17% | 126 |
|
|
2017
Q4 | $226K | Hold |
5,291
| – | – | 0.17% | 125 |
|
|
2017
Q3 | $215K | Hold |
5,291
| – | – | 0.18% | 130 |
|
|
2017
Q2 | $229K | Hold |
5,291
| – | – | 0.19% | 115 |
|
|
2017
Q1 | $228K | Hold |
5,291
| – | – | 0.15% | 113 |
|
|
2016
Q4 | $235K | Buy |
+5,291
| New | +$235K | 0.16% | 116 |
|