Lucia Wealth Services’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $120K | Buy |
+2,094
| New | +$120K | 0.03% | 142 |
|
|
2020
Q1 | – | Sell |
-137,861
| Closed | -$7.59M | – | 202 |
|
|
2019
Q4 | $7.59M | Buy |
137,861
+4,051
| +3% | +$223K | 2.33% | 13 |
|
|
2019
Q3 | $7.4M | Buy |
133,810
+5,657
| +4% | +$313K | 2.46% | 13 |
|
|
2019
Q2 | $6.91M | Sell |
128,153
-2,779
| -2% | -$150K | 2.38% | 13 |
|
|
2019
Q1 | $6.54M | Buy |
130,932
+36,109
| +38% | +$1.8M | 2.24% | 13 |
|
|
2018
Q4 | $3.8M | Sell |
94,823
-22,386
| -19% | -$896K | 1.79% | 18 |
|
|
2018
Q3 | $5.04M | Buy |
117,209
+2,228
| +2% | +$95.7K | 1.57% | 21 |
|
|
2018
Q2 | $4.71M | Buy |
114,981
+18,337
| +19% | +$752K | 2.06% | 15 |
|
|
2018
Q1 | $4.03M | Sell |
96,644
-8,679
| -8% | -$362K | 1.31% | 28 |
|
|
2017
Q4 | $4.51M | Buy |
+105,323
| New | +$4.51M | 1.99% | 14 |
|