Integrated Wealth Management’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $1.78M | Sell |
41,300
-50
| -0.1% | -$2.15K | 0.6% | 49 |
|
2016
Q4 | $1.83M | Sell |
41,350
-135
| -0.3% | -$5.98K | 0.68% | 40 |
|
2016
Q3 | $1.82M | Sell |
41,485
-366
| -0.9% | -$16.1K | 0.65% | 42 |
|
2016
Q2 | $1.91M | Buy |
41,851
+239
| +0.6% | +$10.9K | 0.74% | 31 |
|
2016
Q1 | $1.67M | Sell |
41,612
-316
| -0.8% | -$12.7K | 0.7% | 34 |
|
2015
Q4 | $1.88M | Buy |
41,928
+4,265
| +11% | +$191K | 0.81% | 25 |
|
2015
Q3 | $1.58M | Hold |
37,663
| – | – | 0.69% | 35 |
|
2015
Q2 | $1.55M | Buy |
37,663
+66
| +0.2% | +$2.71K | 0.6% | 35 |
|
2015
Q1 | $1.36M | Buy |
+37,597
| New | +$1.36M | 0.57% | 36 |
|