Integrated Wealth Counsel’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $24K | Hold |
538
| – | – | 0.05% | 101 |
|
|
2016
Q3 | $24K | Buy |
+538
| New | +$24K | 0.05% | 90 |
|
|
2014
Q3 | – | Sell |
-1,500
| Closed | -$56K | – | 82 |
|
|
2014
Q2 | $56K | Sell |
1,500
-158
| -10% | -$5.9K | 0.04% | 66 |
|
|
2014
Q1 | $57K | Hold |
1,658
| – | – | 0.05% | 90 |
|
|
2013
Q4 | $59K | Buy |
1,658
+1
| +0.1% | +$36 | 0.04% | 92 |
|
|
2013
Q3 | $52.1K | Buy |
1,657
+50
| +3% | +$1.57K | 0.04% | 97 |
|
|
2013
Q2 | $46K | Buy |
+1,607
| New | +$46K | 0.03% | 104 |
|