Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $11K | Hold |
180
| – | – | 0.01% | 144 |
|
|
2022
Q1 | $11K | Hold |
180
| – | – | 0.01% | 151 |
|
|
2021
Q4 | $12K | Hold |
180
| – | – | 0.01% | 155 |
|
|
2021
Q3 | $10K | Hold |
180
| – | – | ﹤0.01% | 165 |
|
|
2021
Q2 | $11K | Buy |
+180
| New | +$11K | 0.01% | 164 |
|
|
2020
Q1 | $9K | Hold |
180
| – | – | 0.01% | 115 |
|
|
2019
Q4 | $10K | Buy |
+180
| New | +$10K | ﹤0.01% | 270 |
|
|
2019
Q1 | – | Sell |
-904
| Closed | -$36K | – | 792 |
|
|
2018
Q4 | $36K | Buy |
+904
| New | +$36K | 0.01% | 287 |
|