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LWM Advisory Services’s Mondelez International MDLZ Stock Holding History

LWM Advisory Services’s Portfolio MDLZ Stock Details MDLZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,607
Closed -$253K – 113
2022
Q3 		$253K Buy
4,607
+388
+9% +$21.3K 0.29% 94
2022
Q2 		$262K Buy
4,219
+442
+12% +$27.4K 0.31% 91
2022
Q1 		$237K Buy
+3,777
New +$237K 0.29% 97