Nicola 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
Q1 | – | Sell |
-15,009
| Closed | -$877K | – | 118 |
|
|
2020
Q4 | $877K | Sell |
15,009
-1,991
| -12% | -$116K | 0.11% | 102 |
|
|
2020
Q3 | $977K | Hold |
17,000
| – | – | 0.14% | 106 |
|
|
2020
Q2 | $869K | Hold |
17,000
| – | – | 0.12% | 108 |
|
|
2020
Q1 | $1.2M | Sell |
17,000
-18,051
| -51% | -$1.27M | 0.18% | 97 |
|
|
2019
Q4 | $4.53M | Buy |
35,051
+16,851
| +93% | +$2.18M | 0.68% | 66 |
|
|
2019
Q3 | $1.33M | Sell |
18,200
-1,200
| -6% | -$88K | 0.21% | 86 |
|
|
2019
Q2 | $1.37M | Hold |
19,400
| – | – | 0.23% | 85 |
|
|
2019
Q1 | $1.29M | Sell |
19,400
-2,600
| -12% | -$173K | 0.19% | 95 |
|
|
2018
Q4 | $1.2M | Hold |
22,000
| – | – | 0.2% | 98 |
|
|
2018
Q3 | $1.22M | Buy |
22,000
+7,100
| +48% | +$394K | 0.21% | 91 |
|
|
2018
Q2 | $803K | Buy |
14,900
+6,200
| +71% | +$334K | 0.16% | 92 |
|
|
2018
Q1 | $363K | Buy |
+8,700
| New | +$363K | 0.07% | 101 |
|