Partnervest Advisory 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 | $204K | Buy |
+3,556
| New | +$204K | 0.06% | 226 |
|
2020
Q1 | – | Sell |
-3,915
| Closed | -$216K | – | 230 |
|
2019
Q4 | $216K | Buy |
3,915
+21
| +0.5% | +$1.16K | 0.08% | 203 |
|
2019
Q3 | $215K | Buy |
3,894
+1
| +0% | +$55 | 0.08% | 210 |
|
2019
Q2 | $210K | Sell |
3,893
-200
| -5% | -$10.8K | 0.08% | 201 |
|
2019
Q1 | $204K | Buy |
+4,093
| New | +$204K | 0.08% | 205 |
|
2014
Q3 | – | Sell |
-4,540
| Closed | -$171K | – | 532 |
|
2014
Q2 | $171K | Sell |
4,540
-54
| -1% | -$2.03K | 0.08% | 167 |
|
2014
Q1 | $159K | Buy |
4,594
+1
| +0% | +$35 | 0.07% | 164 |
|
2013
Q4 | $162K | Buy |
4,593
+32
| +0.7% | +$1.13K | 0.08% | 169 |
|
2013
Q3 | $143K | Buy |
4,561
+1
| +0% | +$31 | 0.07% | 154 |
|
2013
Q2 | $130K | Buy |
+4,560
| New | +$130K | 0.06% | 136 |
|