Private Wealth Advisors (Pennsylvania)’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $397K | Buy |
6,785
+1
| +0% | +$59 | 0.23% | 78 |
|
|
2020
Q3 | $390K | Buy |
6,784
+1
| +0% | +$57 | 0.25% | 69 |
|
|
2020
Q2 | $347K | Hold |
6,783
| – | – | 0.24% | 71 |
|
|
2020
Q1 | $344K | Buy |
6,783
+29
| +0.4% | +$1.47K | 0.26% | 68 |
|
|
2019
Q4 | $370K | Buy |
6,754
+2
| +0% | +$110 | 0.2% | 93 |
|
|
2019
Q3 | $374K | Sell |
6,752
-1,308
| -16% | -$72.5K | 0.19% | 103 |
|
|
2019
Q2 | $434K | Hold |
8,060
| – | – | 0.15% | 106 |
|
|
2019
Q1 | $402K | Hold |
8,060
| – | – | 0.15% | 108 |
|
|
2018
Q4 | $323K | Sell |
8,060
-727
| -8% | -$29.1K | 0.14% | 110 |
|
|
2018
Q3 | $377K | Hold |
8,787
| – | – | 0.14% | 106 |
|
|
2018
Q2 | $360K | Sell |
8,787
-775
| -8% | -$31.8K | 0.14% | 106 |
|
|
2018
Q1 | $399K | Buy |
9,562
+50
| +0.5% | +$2.09K | 0.16% | 102 |
|
|
2017
Q4 | $407K | Sell |
9,512
-204
| -2% | -$8.73K | 0.16% | 102 |
|
|
2017
Q3 | $395K | Hold |
9,716
| – | – | 0.16% | 101 |
|
|
2017
Q2 | $420K | Sell |
9,716
-300
| -3% | -$13K | 0.18% | 95 |
|
|
2017
Q1 | $431K | Buy |
10,016
+70
| +0.7% | +$3.01K | 0.19% | 95 |
|
|
2016
Q4 | $441K | Hold |
9,946
| – | – | 0.2% | 91 |
|
|
2016
Q3 | $437K | Hold |
9,946
| – | – | 0.21% | 93 |
|
|
2016
Q2 | $453K | Buy |
9,946
+338
| +4% | +$15.4K | 0.22% | 89 |
|
|
2016
Q1 | $385K | Buy |
9,608
+75
| +0.8% | +$3.01K | 0.21% | 88 |
|
|
2015
Q4 | $427K | Sell |
9,533
-243
| -2% | -$10.9K | 0.24% | 84 |
|
|
2015
Q3 | $409K | Buy |
9,776
+190
| +2% | +$7.95K | 0.2% | 101 |
|
|
2015
Q2 | $394K | Hold |
9,586
| – | – | 0.18% | 102 |
|
|
2015
Q1 | $346K | Hold |
9,586
| – | – | 0.16% | 105 |
|
|
2014
Q4 | $348K | Buy |
9,586
+100
| +1% | +$3.63K | 0.17% | 94 |
|
|
2014
Q3 | $325K | Hold |
9,486
| – | – | 0.17% | 96 |
|
|
2014
Q2 | $357K | Sell |
9,486
-1,075
| -10% | -$40.5K | 0.18% | 96 |
|
|
2014
Q1 | $365K | Sell |
10,561
-350
| -3% | -$12.1K | 0.2% | 93 |
|
|
2013
Q4 | $385K | Hold |
10,911
| – | – | 0.21% | 93 |
|
|
2013
Q3 | $343K | Buy |
10,911
+239
| +2% | +$7.51K | 0.2% | 94 |
|
|
2013
Q2 | $304K | Buy |
+10,672
| New | +$304K | 0.19% | 96 |
|