Kelman-Lazarov Inc’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,425
| Closed | -$277K | – | 75 |
|
|
2020
Q2 | $277K | Sell |
5,425
-5,343
| -50% | -$273K | 0.13% | 61 |
|
|
2020
Q1 | $539K | Sell |
10,768
-2,589
| -19% | -$130K | 0.29% | 40 |
|
|
2019
Q4 | $736K | Hold |
13,357
| – | – | 0.33% | 46 |
|
|
2019
Q3 | $739K | Hold |
13,357
| – | – | 0.36% | 44 |
|
|
2019
Q2 | $720K | Sell |
13,357
-400
| -3% | -$21.6K | 0.37% | 46 |
|
|
2019
Q1 | $687K | Sell |
13,757
-1,847
| -12% | -$92.2K | 0.36% | 51 |
|
|
2018
Q4 | $625K | Sell |
15,604
-406
| -3% | -$16.3K | 0.39% | 52 |
|
|
2018
Q3 | $688K | Sell |
16,010
-325
| -2% | -$14K | 0.4% | 56 |
|
|
2018
Q2 | $670K | Sell |
16,335
-1,028
| -6% | -$42.2K | 0.36% | 65 |
|
|
2018
Q1 | $725K | Hold |
17,363
| – | – | 0.39% | 61 |
|
|
2017
Q4 | $743K | Sell |
17,363
-350
| -2% | -$15K | 0.38% | 64 |
|
|
2017
Q3 | $720K | Sell |
17,713
-42
| -0.2% | -$1.71K | 0.38% | 67 |
|
|
2017
Q2 | $767K | Sell |
17,755
-150
| -0.8% | -$6.48K | 0.42% | 67 |
|
|
2017
Q1 | $771K | Hold |
17,905
| – | – | 0.5% | 61 |
|
|
2016
Q4 | $794K | Sell |
17,905
-800
| -4% | -$35.5K | 0.45% | 63 |
|
|
2016
Q3 | $807K | Hold |
18,705
| – | – | 0.46% | 61 |
|
|
2016
Q2 | $844K | Sell |
18,705
-270
| -1% | -$12.2K | 0.48% | 64 |
|
|
2016
Q1 | $783K | Buy |
+18,975
| New | +$783K | 0.46% | 66 |
|