HGWM
Harvest Group Wealth Management’s Mondelez International MDLZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,265
| Closed | -$191K | – | 425 |
|
|
2020
Q4 | $191K | Sell |
3,265
-56
| -2% | -$3.28K | 0.11% | 41 |
|
|
2020
Q3 | $191K | Buy |
3,321
+5
| +0.2% | +$288 | 0.13% | 38 |
|
|
2020
Q2 | $169K | Sell |
3,316
-96
| -3% | -$4.89K | 0.14% | 40 |
|
|
2020
Q1 | $170K | Buy |
3,412
+6
| +0.2% | +$299 | 0.17% | 38 |
|
|
2019
Q4 | $187K | Sell |
3,406
-268
| -7% | -$14.7K | 0.16% | 36 |
|
|
2019
Q3 | $203K | Buy |
3,674
+6
| +0.2% | +$332 | 0.25% | 26 |
|
|
2019
Q2 | $197K | Buy |
3,668
+6
| +0.2% | +$322 | 0.25% | 24 |
|
|
2019
Q1 | $183K | Buy |
+3,662
| New | +$183K | 0.17% | 38 |
|