Mariner Wealth Advisors (Cincinnati)’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $579K | Buy |
13,476
+275
| +2% | +$11.8K | 0.03% | 178 |
|
|
2018
Q2 | $541K | Sell |
13,201
-14,398
| -52% | -$590K | 0.03% | 178 |
|
|
2018
Q1 | $1.15M | Buy |
27,599
+14,582
| +112% | +$609K | 0.07% | 122 |
|
|
2017
Q4 | $557K | Buy |
13,017
+123
| +1% | +$5.26K | 0.03% | 167 |
|
|
2017
Q3 | $524K | Sell |
12,894
-1,628
| -11% | -$66.2K | 0.03% | 164 |
|
|
2017
Q2 | $627K | Sell |
14,522
-702
| -5% | -$30.3K | 0.04% | 150 |
|
|
2017
Q1 | $656K | Sell |
15,224
-292
| -2% | -$12.6K | 0.05% | 144 |
|
|
2016
Q4 | $688K | Sell |
15,516
-333
| -2% | -$14.8K | 0.05% | 138 |
|
|
2016
Q3 | $696K | Sell |
15,849
-1,872
| -11% | -$82.2K | 0.06% | 135 |
|
|
2016
Q2 | $806K | Hold |
17,721
| – | – | 0.07% | 128 |
|
|
2016
Q1 | $711K | Buy |
17,721
+275
| +2% | +$11K | 0.07% | 127 |
|
|
2015
Q4 | $782K | Buy |
+17,446
| New | +$782K | 0.08% | 121 |
|
|
2015
Q1 | $675K | Buy |
18,712
+1,650
| +10% | +$59.5K | 0.09% | 92 |
|
|
2014
Q4 | $620K | Buy |
17,062
+1,551
| +10% | +$56.4K | 0.09% | 96 |
|
|
2014
Q3 | $531K | Sell |
15,511
-1,625
| -9% | -$55.6K | 0.09% | 103 |
|
|
2014
Q2 | $644K | Buy |
17,136
+1,667
| +11% | +$62.6K | 0.1% | 80 |
|
|
2014
Q1 | $534K | Hold |
15,469
| – | – | 0.09% | 87 |
|
|
2013
Q4 | $546K | Buy |
15,469
+4,757
| +44% | +$168K | 0.09% | 89 |
|
|
2013
Q3 | $337K | Sell |
10,712
-500
| -4% | -$15.7K | 0.06% | 95 |
|
|
2013
Q2 | $320K | Buy |
+11,212
| New | +$320K | 0.06% | 93 |
|