Concert Wealth 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
Q2 | – | Sell |
-21,615
| Closed | -$956K | – | 320 |
|
|
2017
Q1 | $956K | Sell |
21,615
-596
| -3% | -$26.4K | 0.22% | 136 |
|
|
2016
Q4 | $982K | Sell |
22,211
-6,789
| -23% | -$300K | 0.22% | 130 |
|
|
2016
Q3 | $1.28M | Buy |
29,000
+181
| +0.6% | +$7.96K | 0.15% | 165 |
|
|
2016
Q2 | $1.32M | Buy |
28,819
+6,586
| +30% | +$301K | 0.18% | 162 |
|
|
2016
Q1 | $892K | Sell |
22,233
-897
| -4% | -$36K | 0.12% | 219 |
|
|
2015
Q4 | $1.03M | Sell |
23,130
-2,384
| -9% | -$106K | 0.14% | 182 |
|
|
2015
Q3 | $1.06M | Buy |
25,514
+3,181
| +14% | +$132K | 0.14% | 178 |
|
|
2015
Q2 | $908K | Sell |
22,333
-260
| -1% | -$10.6K | 0.12% | 227 |
|
|
2015
Q1 | $259K | Sell |
22,593
-163
| -0.7% | -$1.87K | 0.07% | 337 |
|
|
2014
Q4 | $833K | Sell |
22,756
-1,223
| -5% | -$44.8K | 0.13% | 213 |
|
|
2014
Q3 | $821K | Sell |
23,979
-241
| -1% | -$8.25K | 0.11% | 171 |
|
|
2014
Q2 | $853K | Sell |
24,220
-471
| -2% | -$16.6K | 0.1% | 165 |
|
|
2014
Q1 | $847K | Sell |
24,691
-1,389
| -5% | -$47.6K | 0.11% | 168 |
|
|
2013
Q4 | $926K | Sell |
26,080
-3,498
| -12% | -$124K | 0.12% | 143 |
|
|
2013
Q3 | $922K | Buy |
29,578
+3,422
| +13% | +$107K | 0.13% | 127 |
|
|
2013
Q2 | $753K | Buy |
+26,156
| New | +$753K | 0.11% | 156 |
|