CWS
Cypress Wealth Services’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,421
| Closed | -$215K | – | 248 |
|
|
2022
Q1 | $215K | Sell |
3,421
-404
| -11% | -$25.4K | 0.06% | 222 |
|
|
2021
Q4 | $254K | Buy |
3,825
+11
| +0.3% | +$730 | 0.07% | 194 |
|
|
2021
Q3 | $222K | Sell |
3,814
-3,791
| -50% | -$221K | 0.07% | 203 |
|
|
2021
Q2 | $475K | Sell |
7,605
-33
| -0.4% | -$2.06K | 0.13% | 138 |
|
|
2021
Q1 | $447K | Buy |
7,638
+978
| +15% | +$57.2K | 0.09% | 165 |
|
|
2020
Q4 | $389K | Buy |
+6,660
| New | +$389K | 0.09% | 178 |
|
|
2020
Q3 | – | Sell |
-41,390
| Closed | -$2.12M | – | 150 |
|
|
2020
Q2 | $2.12M | Buy |
41,390
+2
| +0% | +$102 | 0.5% | 55 |
|
|
2020
Q1 | $2.07M | Buy |
41,388
+1
| +0% | +$50 | 0.61% | 49 |
|
|
2019
Q4 | $2.28M | Buy |
41,387
+1
| +0% | +$55 | 0.58% | 55 |
|
|
2019
Q3 | $2.29M | Buy |
41,386
+2
| +0% | +$111 | 0.63% | 52 |
|
|
2019
Q2 | $2.23M | Buy |
41,384
+717
| +2% | +$38.7K | 0.64% | 49 |
|
|
2019
Q1 | $2.03M | Sell |
40,667
-248
| -0.6% | -$12.4K | 0.64% | 49 |
|
|
2018
Q4 | $1.64M | Sell |
40,915
-2,114
| -5% | -$84.6K | 0.65% | 48 |
|
|
2018
Q3 | $1.85M | Sell |
43,029
-7
| -0% | -$301 | 0.66% | 41 |
|
|
2018
Q2 | $1.76M | Buy |
43,036
+2,166
| +5% | +$88.8K | 0.67% | 42 |
|
|
2018
Q1 | $1.71M | Buy |
40,870
+1
| +0% | +$42 | 0.73% | 42 |
|
|
2017
Q4 | $1.75M | Buy |
+40,869
| New | +$1.75M | 0.73% | 37 |
|