Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,828
| Closed | -$106K | – | 725 |
|
|
2021
Q3 | $106K | Buy |
1,828
+7
| +0.4% | +$406 | 0.04% | 278 |
|
|
2021
Q2 | $114K | Sell |
1,821
-131
| -7% | -$8.2K | 0.04% | 199 |
|
|
2021
Q1 | $107K | Hold |
1,952
| – | – | 0.05% | 173 |
|
|
2020
Q4 | $107K | Buy |
1,952
+424
| +28% | +$23.2K | 0.05% | 171 |
|
|
2020
Q3 | $88K | Buy |
1,528
+4
| +0.3% | +$230 | 0.05% | 173 |
|
|
2020
Q2 | $78K | Buy |
1,524
+43
| +3% | +$2.2K | 0.05% | 167 |
|
|
2020
Q1 | $74K | Sell |
1,481
-135
| -8% | -$6.75K | 0.06% | 171 |
|
|
2019
Q4 | $89K | Buy |
1,616
+431
| +36% | +$23.7K | 0.07% | 174 |
|
|
2019
Q3 | $66K | Sell |
1,185
-18
| -1% | -$1K | 0.06% | 189 |
|
|
2019
Q2 | $65K | Buy |
1,203
+290
| +32% | +$15.7K | 0.06% | 212 |
|
|
2019
Q1 | $45K | Buy |
913
+2
| +0.2% | +$99 | 0.03% | 210 |
|
|
2018
Q4 | $36K | Buy |
+911
| New | +$36K | 0.03% | 230 |
|