National Penn Investors Trust’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $202K | Buy |
5,028
+21
| +0.4% | +$844 | 0.02% | 208 |
|
|
2015
Q4 | $225K | Sell |
5,007
-1,590
| -24% | -$71.5K | 0.03% | 203 |
|
|
2015
Q3 | $277K | Hold |
6,597
| – | – | 0.03% | 177 |
|
|
2015
Q2 | $271K | Buy |
6,597
+251
| +4% | +$10.3K | 0.03% | 190 |
|
|
2015
Q1 | $229K | Sell |
6,346
-650
| -9% | -$23.5K | 0.02% | 203 |
|
|
2014
Q4 | $254K | Buy |
6,996
+149
| +2% | +$5.41K | 0.03% | 161 |
|
|
2014
Q3 | $234K | Sell |
6,847
-314
| -4% | -$10.7K | 0.03% | 159 |
|
|
2014
Q2 | $270K | Buy |
7,161
+283
| +4% | +$10.7K | 0.03% | 156 |
|
|
2014
Q1 | $238K | Sell |
6,878
-235
| -3% | -$8.13K | 0.03% | 174 |
|
|
2013
Q4 | $251K | Sell |
7,113
-132
| -2% | -$4.66K | 0.03% | 206 |
|
|
2013
Q3 | $227K | Buy |
+7,245
| New | +$227K | 0.03% | 203 |
|