Curated Wealth Partners’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,211
| Closed | -$811K | – | 150 |
|
|
2022
Q1 | $811K | Hold |
12,211
| – | – | 0.27% | 42 |
|
|
2021
Q4 | $811K | Buy |
12,211
+214
| +2% | +$14.2K | 0.26% | 44 |
|
|
2021
Q3 | $698K | Sell |
11,997
-219
| -2% | -$12.7K | 0.39% | 47 |
|
|
2021
Q2 | $763K | Buy |
12,216
+1,692
| +16% | +$106K | 0.42% | 42 |
|
|
2021
Q1 | $616K | Buy |
10,524
+1,966
| +23% | +$115K | 0.38% | 50 |
|
|
2020
Q4 | $500K | Buy |
+8,558
| New | +$500K | 0.32% | 60 |
|