Genovese Burford & Brothers Wealth & Retirement Plan Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-261
| Closed | -$11K | – | 247 |
|
|
2018
Q2 | $11K | Hold |
261
| – | – | ﹤0.01% | 310 |
|
|
2018
Q1 | $11K | Buy |
+261
| New | +$11K | ﹤0.01% | 314 |
|
|
2017
Q4 | – | Sell |
-219
| Closed | -$8K | – | 371 |
|
|
2017
Q3 | $8K | Hold |
219
| – | – | ﹤0.01% | 300 |
|
|
2017
Q2 | $9K | Hold |
219
| – | – | ﹤0.01% | 279 |
|
|
2017
Q1 | $10K | Sell |
219
-375
| -63% | -$17.1K | ﹤0.01% | 293 |
|
|
2016
Q4 | $27K | Buy |
594
+375
| +171% | +$17K | 0.01% | 215 |
|
|
2016
Q3 | $9K | Buy |
219
+81
| +59% | +$3.33K | ﹤0.01% | 308 |
|
|
2016
Q2 | $6K | Sell |
138
-138
| -50% | -$6K | ﹤0.01% | 309 |
|
|
2016
Q1 | $11K | Buy |
276
+138
| +100% | +$5.5K | 0.01% | 251 |
|
|
2015
Q4 | $6K | Buy |
+138
| New | +$6K | ﹤0.01% | 291 |
|