Doyle Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,357
| Closed | -$253K | – | 234 |
|
|
2021
Q3 | $253K | Hold |
4,357
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $272K | Buy |
4,357
+15
| +0.3% | +$936 | 0.02% | 189 |
|
|
2021
Q1 | $254K | Sell |
4,342
-534
| -11% | -$31.2K | 0.02% | 187 |
|
|
2020
Q4 | $285K | Sell |
4,876
-100
| -2% | -$5.85K | 0.03% | 172 |
|
|
2020
Q3 | $286K | Buy |
4,976
+892
| +22% | +$51.3K | 0.03% | 154 |
|
|
2020
Q2 | $209K | Sell |
4,084
-216
| -5% | -$11.1K | 0.03% | 171 |
|
|
2020
Q1 | $215K | Buy |
4,300
+274
| +7% | +$13.7K | 0.03% | 167 |
|
|
2019
Q4 | $222K | Buy |
4,026
+58
| +1% | +$3.2K | 0.03% | 196 |
|
|
2019
Q3 | $219K | Buy |
3,968
+45
| +1% | +$2.48K | 0.03% | 185 |
|
|
2019
Q2 | $211K | Buy |
3,923
+23
| +0.6% | +$1.24K | 0.03% | 185 |
|
|
2019
Q1 | $202K | Sell |
3,900
-83
| -2% | -$4.3K | 0.03% | 186 |
|
|
2018
Q4 | $159K | Buy |
+3,983
| New | +$159K | 0.03% | 194 |
|