Legacy Wealth Management (Mississippi)’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 | – | Sell |
-20,882
| Closed | -$1.31M | – | 91 |
|
|
2022
Q1 | $1.31M | Buy |
20,882
+52
| +0.2% | +$3.27K | 0.68% | 46 |
|
|
2021
Q4 | $1.38M | Buy |
20,830
+38
| +0.2% | +$2.52K | 0.71% | 42 |
|
|
2021
Q3 | $1.21M | Hold |
20,792
| – | – | 0.65% | 46 |
|
|
2021
Q2 | $1.3M | Hold |
20,792
| – | – | 0.72% | 42 |
|
|
2021
Q1 | $1.22M | Sell |
20,792
-304
| -1% | -$17.8K | 0.74% | 41 |
|
|
2020
Q4 | $1.23M | Buy |
21,096
+355
| +2% | +$20.8K | 0.78% | 41 |
|
|
2020
Q3 | $1.19M | Buy |
20,741
+361
| +2% | +$20.7K | 0.82% | 41 |
|
|
2020
Q2 | $1.04M | Buy |
20,380
+1,350
| +7% | +$69K | 0.8% | 43 |
|
|
2020
Q1 | $953K | Buy |
+19,030
| New | +$953K | 0.89% | 36 |
|