REDW Wealth’s Mondelez International MDLZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,619
| Closed | -$200K | – | 87 |
|
|
2019
Q3 | $200K | Sell |
3,619
-602
| -14% | -$33.3K | 0.12% | 79 |
|
|
2019
Q2 | $228K | Sell |
4,221
-1,100
| -21% | -$59.4K | 0.14% | 74 |
|
|
2019
Q1 | $266K | Hold |
5,321
| – | – | 0.16% | 62 |
|
|
2018
Q4 | $213K | Sell |
5,321
-300
| -5% | -$12K | 0.15% | 70 |
|
|
2018
Q3 | $241K | Hold |
5,621
| – | – | 0.16% | 71 |
|
|
2018
Q2 | $230K | Hold |
5,621
| – | – | 0.16% | 69 |
|
|
2018
Q1 | $235K | Sell |
5,621
-200
| -3% | -$8.36K | 0.18% | 68 |
|
|
2017
Q4 | $249K | Hold |
5,821
| – | – | 0.19% | 62 |
|
|
2017
Q3 | $237K | Hold |
5,821
| – | – | 0.2% | 66 |
|
|
2017
Q2 | $251K | Hold |
5,821
| – | – | 0.25% | 59 |
|
|
2017
Q1 | $251K | Sell |
5,821
-141
| -2% | -$6.08K | 0.26% | 62 |
|
|
2016
Q4 | $264K | Buy |
+5,962
| New | +$264K | 0.3% | 51 |
|