Lenox Wealth Advisors’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $79K | Buy |
1,251
+29
| +2% | +$1.83K | 0.01% | 189 |
|
|
2021
Q4 | $81K | Buy |
1,222
+14
| +1% | +$928 | 0.01% | 193 |
|
|
2021
Q3 | $70K | Hold |
1,208
| – | – | 0.01% | 193 |
|
|
2021
Q2 | $75K | Buy |
1,208
+753
| +165% | +$46.8K | 0.01% | 178 |
|
|
2021
Q1 | $27K | Sell |
455
-1,006
| -69% | -$59.7K | ﹤0.01% | 264 |
|
|
2020
Q4 | $85K | Buy |
1,461
+6
| +0.4% | +$349 | 0.01% | 136 |
|
|
2020
Q3 | $84K | Hold |
1,455
| – | – | 0.01% | 122 |
|
|
2020
Q2 | $74K | Sell |
1,455
-23
| -2% | -$1.17K | 0.01% | 120 |
|
|
2020
Q1 | $74K | Sell |
1,478
-15
| -1% | -$751 | 0.01% | 111 |
|
|
2019
Q4 | $82K | Buy |
1,493
+115
| +8% | +$6.32K | 0.01% | 131 |
|
|
2019
Q3 | $76K | Buy |
1,378
+378
| +38% | +$20.8K | 0.01% | 127 |
|
|
2019
Q2 | $54K | Hold |
1,000
| – | – | 0.01% | 141 |
|
|
2019
Q1 | $50K | Hold |
1,000
| – | – | 0.01% | 130 |
|
|
2018
Q4 | $40K | Sell |
1,000
-1,000
| -50% | -$40K | 0.01% | 137 |
|
|
2018
Q3 | $86K | Buy |
2,000
+1,992
| +24,900% | +$85.7K | 0.02% | 106 |
|
|
2018
Q2 | $0 | Sell |
8
-92
| -92% | – | ﹤0.01% | 606 |
|
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 435 |
|
|
2017
Q4 | $4K | Buy |
100
+91
| +1,011% | +$3.64K | ﹤0.01% | 244 |
|
|
2017
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 265 |
|
|
2014
Q4 | – | Sell |
-158
| Closed | -$5K | – | 337 |
|
|
2014
Q3 | $5K | Sell |
158
-66
| -29% | -$2.09K | ﹤0.01% | 234 |
|
|
2014
Q2 | $9K | Buy |
224
+66
| +42% | +$2.65K | ﹤0.01% | 146 |
|
|
2014
Q1 | $6K | Sell |
158
-81
| -34% | -$3.08K | ﹤0.01% | 158 |
|
|
2013
Q4 | $8K | Buy |
239
+81
| +51% | +$2.71K | 0.01% | 194 |
|
|
2013
Q3 | $5K | Hold |
158
| – | – | ﹤0.01% | 166 |
|
|
2013
Q2 | $5K | Buy |
+158
| New | +$5K | 0.01% | 184 |
|