Heritage Wealth Management (Arizona)’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $18.3K | Buy |
274
+236
| +621% | +$15.7K | ﹤0.01% | 680 |
|
|
2022
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 885 |
|
|
2022
Q2 | $2.36K | Sell |
38
-1,695
| -98% | -$105K | ﹤0.01% | 868 |
|
|
2022
Q1 | $109K | Buy |
+1,733
| New | +$109K | 0.03% | 357 |
|
|
2021
Q3 | $101K | Buy |
1,733
+38
| +2% | +$2.22K | 0.04% | 338 |
|
|
2021
Q2 | $106K | Buy |
+1,695
| New | +$106K | 0.04% | 329 |
|