KMS Financial Services’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.69M | Buy |
49,329
+3,240
| +7% | +$111K | 0.24% | 105 |
|
|
2014
Q2 | $1.73M | Buy |
46,089
+543
| +1% | +$20.4K | 0.25% | 97 |
|
|
2014
Q1 | $1.57M | Buy |
45,546
+3,709
| +9% | +$128K | 0.25% | 100 |
|
|
2013
Q4 | $1.48M | Buy |
+41,837
| New | +$1.48M | 0.25% | 98 |
|
|
2013
Q3 | – | Sell |
-22,086
| Closed | -$630K | – | 463 |
|
|
2013
Q2 | $630K | Buy |
+22,086
| New | +$630K | 0.18% | 145 |
|