Fermata Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,417
| Closed | -$212K | – | 147 |
|
|
2022
Q2 | $212K | Sell |
3,417
-208
| -6% | -$12.9K | 0.07% | 149 |
|
|
2022
Q1 | $228K | Sell |
3,625
-100
| -3% | -$6.29K | 0.09% | 156 |
|
|
2021
Q4 | $247K | Buy |
3,725
+269
| +8% | +$17.8K | 0.09% | 154 |
|
|
2021
Q3 | $201K | Sell |
3,456
-157
| -4% | -$9.13K | 0.09% | 173 |
|
|
2021
Q2 | $226K | Buy |
+3,613
| New | +$226K | 0.13% | 133 |
|