Constellation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-132,575
| Closed | -$5.45M | – | 125 |
|
|
2015
Q2 | $5.45M | Sell |
132,575
-900
| -0.7% | -$37K | 0.46% | 47 |
|
|
2015
Q1 | $4.82M | Hold |
133,475
| – | – | 0.42% | 57 |
|
|
2014
Q4 | $4.85M | Sell |
133,475
-2,700
| -2% | -$98.1K | 0.4% | 51 |
|
|
2014
Q3 | $4.67M | Sell |
136,175
-2,600
| -2% | -$89.1K | 0.43% | 52 |
|
|
2014
Q2 | $5.22M | Sell |
138,775
-1,300
| -0.9% | -$48.9K | 0.59% | 46 |
|
|
2014
Q1 | $4.84M | Buy |
140,075
+1,325
| +1% | +$45.8K | 0.47% | 63 |
|
|
2013
Q4 | $4.9M | Hold |
138,750
| – | – | 0.47% | 55 |
|
|
2013
Q3 | $4.36M | Buy |
138,750
+2,500
| +2% | +$78.6K | 0.5% | 54 |
|
|
2013
Q2 | $3.89M | Buy |
+136,250
| New | +$3.89M | 0.47% | 55 |
|