Lebenthal Global Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,518
| Closed | -$245K | – | 121 |
|
2023
Q1 | $245K | Sell |
3,518
-89
| -2% | -$6.21K | 0.08% | 102 |
|
2022
Q4 | $240K | Buy |
+3,607
| New | +$240K | 0.08% | 117 |
|
2022
Q3 | – | Sell |
-3,484
| Closed | -$216K | – | 127 |
|
2022
Q2 | $216K | Sell |
3,484
-571
| -14% | -$35.4K | 0.1% | 123 |
|
2022
Q1 | $254K | Buy |
4,055
+150
| +4% | +$9.4K | 0.11% | 126 |
|
2021
Q4 | $258K | Buy |
+3,905
| New | +$258K | 0.1% | 142 |
|
2021
Q1 | – | Sell |
-1,419
| Closed | -$82K | – | 378 |
|
2020
Q4 | $82K | Buy |
+1,419
| New | +$82K | 0.06% | 194 |
|