J.W. Burns & Co’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,642
| Closed | -$415K | – | 184 |
|
|
2021
Q2 | $415K | Sell |
6,642
-1,102
| -14% | -$68.9K | 0.07% | 141 |
|
|
2021
Q1 | $453K | Hold |
7,744
| – | – | 0.08% | 126 |
|
|
2020
Q4 | $453K | Buy |
7,744
+220
| +3% | +$12.9K | 0.08% | 128 |
|
|
2020
Q3 | $432K | Buy |
+7,524
| New | +$432K | 0.09% | 119 |
|
|
2014
Q3 | – | Sell |
-5,412
| Closed | -$204K | – | 159 |
|
|
2014
Q2 | $204K | Buy |
+5,412
| New | +$204K | 0.07% | 155 |
|