D.L. Carlson Investment Group’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-93,960
| Closed | -$3.41M | – | 141 |
|
|
2014
Q4 | $3.41M | Sell |
93,960
-3,400
| -3% | -$124K | 1.23% | 28 |
|
|
2014
Q3 | $3.34M | Sell |
97,360
-12,515
| -11% | -$429K | 1.25% | 26 |
|
|
2014
Q2 | $4.13M | Sell |
109,875
-6,985
| -6% | -$263K | 1.5% | 17 |
|
|
2014
Q1 | $4.04M | Buy |
116,860
+25
| +0% | +$864 | 1.52% | 15 |
|
|
2013
Q4 | $4.12M | Sell |
116,835
-5,825
| -5% | -$206K | 1.5% | 20 |
|
|
2013
Q3 | $3.85M | Buy |
+122,660
| New | +$3.85M | 1.48% | 23 |
|