Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-205
| Closed | -$12K | – | 439 |
|
|
2021
Q3 | $12K | Hold |
205
| – | – | ﹤0.01% | 380 |
|
|
2021
Q2 | $13K | Sell |
205
-139
| -40% | -$8.82K | ﹤0.01% | 367 |
|
|
2021
Q1 | $20K | Buy |
344
+139
| +68% | +$8.08K | ﹤0.01% | 296 |
|
|
2020
Q4 | $12K | Sell |
205
-1,726
| -89% | -$101K | ﹤0.01% | 328 |
|
|
2020
Q3 | $111K | Buy |
1,931
+1,580
| +450% | +$90.8K | 0.03% | 137 |
|
|
2020
Q2 | $18K | Buy |
351
+59
| +20% | +$3.03K | 0.01% | 216 |
|
|
2020
Q1 | $15K | Buy |
292
+85
| +41% | +$4.37K | 0.01% | 177 |
|
|
2019
Q4 | $11K | Sell |
207
-244
| -54% | -$13K | ﹤0.01% | 286 |
|
|
2019
Q3 | $25K | Buy |
451
+246
| +120% | +$13.6K | 0.01% | 76 |
|
|
2019
Q2 | $11K | Buy |
+205
| New | +$11K | ﹤0.01% | 167 |
|
|
2019
Q1 | – | Sell |
-1,275
| Closed | -$51K | – | 133 |
|
|
2018
Q4 | $51K | Buy |
+1,275
| New | +$51K | 0.02% | 95 |
|