Cypress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $742K | Hold |
14,859
| – | – | 0.85% | 39 |
|
|
2018
Q4 | $595K | Buy |
14,859
+164
| +1% | +$6.57K | 0.82% | 40 |
|
|
2018
Q3 | $631K | Hold |
14,695
| – | – | 0.66% | 46 |
|
|
2018
Q2 | $602K | Sell |
14,695
-190
| -1% | -$7.78K | 0.65% | 49 |
|
|
2018
Q1 | $621K | Sell |
14,885
-610
| -4% | -$25.4K | 0.67% | 49 |
|
|
2017
Q4 | $663K | Buy |
15,495
+158
| +1% | +$6.76K | 0.64% | 49 |
|
|
2017
Q3 | $624K | Sell |
15,337
-841
| -5% | -$34.2K | 1.01% | 27 |
|
|
2017
Q2 | $699K | Sell |
16,178
-5,230
| -24% | -$226K | 0.82% | 34 |
|
|
2017
Q1 | $922K | Buy |
21,408
+47
| +0.2% | +$2.02K | 0.42% | 52 |
|
|
2016
Q4 | $947K | Buy |
21,361
+642
| +3% | +$28.5K | 0.43% | 53 |
|
|
2016
Q3 | $910K | Buy |
20,719
+268
| +1% | +$11.8K | 0.41% | 56 |
|
|
2016
Q2 | $931K | Sell |
20,451
-523
| -2% | -$23.8K | 0.46% | 54 |
|
|
2016
Q1 | $841K | Buy |
20,974
+583
| +3% | +$23.4K | 0.38% | 53 |
|
|
2015
Q4 | $914K | Buy |
20,391
+110
| +0.5% | +$4.93K | 0.46% | 48 |
|
|
2015
Q3 | $849K | Hold |
20,281
| – | – | 0.46% | 48 |
|
|
2015
Q2 | $834K | Buy |
+20,281
| New | +$834K | 0.49% | 54 |
|