CWS Financial Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,051
| Closed | -$212K | – | 163 |
|
|
2023
Q3 | $212K | Buy |
3,051
+1
| +0% | +$69 | 0.08% | 134 |
|
|
2023
Q2 | $222K | Sell |
3,050
-98
| -3% | -$7.15K | 0.08% | 137 |
|
|
2023
Q1 | $219K | Buy |
+3,148
| New | +$219K | 0.09% | 133 |
|
|
2020
Q3 | – | Sell |
-5,303
| Closed | -$271K | – | 128 |
|
|
2020
Q2 | $271K | Sell |
5,303
-762
| -13% | -$38.9K | 0.2% | 103 |
|
|
2020
Q1 | $334K | Sell |
6,065
-1,923
| -24% | -$106K | 0.25% | 83 |
|
|
2019
Q4 | $440K | Buy |
+7,988
| New | +$440K | 0.32% | 72 |
|