Cypress Wealth Services’s Mondelez International MDLZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,421	Closed	-$215K	–	248
2022 Q1	$215K	Sell	3,421 -404	-11%	-$26.3K	0.06%	222
2021 Q4	$254K	Buy	3,825 +11	+0.3%	+$679	0.07%	194
2021 Q3	$222K	Sell	3,814 -3,791	-50%	-$236K	0.07%	203
2021 Q2	$475K	Sell	7,605 -33	-0.4%	-$2.03K	0.13%	138
2021 Q1	$447K	Buy	7,638 +978	+15%	+$55.2K	0.09%	165
2020 Q4	$389K	Buy	+6,660	New	+$381K	0.09%	178
2020 Q3	–	Sell	-41,390	Closed	-$2.3M	–	415
2020 Q2	$2.12M	Buy	41,390 +2	+0%	+$103	0.5%	55
2020 Q1	$2.07M	Buy	41,388 +1	+0%	+$54	0.61%	49
2019 Q4	$2.28M	Buy	41,387 +1	+0%	+$53	0.58%	55
2019 Q3	$2.29M	Buy	41,386 +2	+0%	+$109	0.63%	52
2019 Q2	$2.23M	Buy	41,384 +717	+2%	+$37.2K	0.64%	49
2019 Q1	$2.03M	Sell	40,667 -248	-0.6%	-$11.4K	0.64%	49
2018 Q4	$1.64M	Sell	40,915 -2,114	-5%	-$90.1K	0.65%	48
2018 Q3	$1.85M	Sell	43,029 -7	-0%	-$299	0.66%	41
2018 Q2	$1.76M	Buy	43,036 +2,166	+5%	+$87K	0.67%	42
2018 Q1	$1.71M	Buy	40,870 +1	+0%	+$43	0.73%	42
2017 Q4	$1.75M	Buy	+40,869	New	+$1.72M	0.73%	37